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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-30 |
| TX | RA | APPROVED_RES | 2026-03-30 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Sales Agent | Douglas | GA | 06/2002 | Present |
| Summit Brokerage Services | Douglas | GA | 08/2014 | 09/2019 |
| Summit Financial Group Inc | Douglas | GA | 08/2014 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | 03/2026 |
| Cetera Investment Advisers | Schaumburg | IL | 03/2023 | 03/2026 |
| Cetera Investment Advisers Llc | Douglas | GA | 06/2023 | 03/2026 |
| Fourth Element Farms, Llc | Douglas | GA | 01/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
1) RAMPAGE BAND, 375 Beaver Kreek Rd, Douglas GA 31533, 02/2026, Musician, Entertainment/Music (Tips), NIR, 8 HR/MO, 0 HR/MO TRADING 2) FOURTH ELEMENT FARMS, 375 Beaver Kreek Rd, Douglas GA 31533, 02/2026, Owner, Agriculture, NIR, 2 HR/MO, 0 HR/MO TRADING 3) REEL STORY FISHING CHARTERS, 22193 Gulf View Drive S, Perry FL 32348, 02/2026, Owner, Fishing charter services (currently inactive), NIR, 1 HR/MO, 0 HR/MO TRADING 4) CRMC, 1101 Ocilla Road, Douglas GA 31533, 02/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO, 0 HR/MO TRADING 5) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-02 |
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