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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-11-02
MN RA APPROVED 2017-11-01
  • TX RA
    APPROVED_RES
    Since 2017-11-02
  • MN RA
    APPROVED
    Since 2017-11-01

Branch Locations

245 N Tyler St., Tyler, MN 56178 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invest Financial Corp Tampa FL 03/2003 11/2017
Jorgensen Financial Services Tyler MN 03/1995 Present
Cambridge Investment Research, Inc. Fairfield IA 11/2017 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2017 Present
  • 03/2003 → 11/2017
    Invest Financial Corp
    Tampa, FL
  • 03/1995 → Present
    Jorgensen Financial Services
    Tyler, MN
  • 11/2017 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2017 → Present
    Fairfield, IA
Previous Registrations
  • 2003-03-06 → 2017-11-01
    Invest Financial Corporation
    Tyler, MN
    Tyler, MN
    Hendricks, MN
    Ivanhoe, MN
    Ivanhoe, MN
Other Businesses

1) FIRST SECURITY AGENCY HENDRICKS, 113 S MAIN, HENDRICKS, MN, 4/2004, PROPERTY/CASUALTY INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 0 HR/MO TRADING 2) TNBC, 5022 GRAND RIDGE DR, WEST DES MOINES, IA, 5/2000, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO, 0 HR/MO TRADING 3) IFC MARKETING, 1307 ALBION AVE, STE 101, FAIRMONT, MN, 4/2002, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO, 0 HR/MO TRADING 4) CAPITAL CARE AMERICA, BIG LAKE, MN, 10/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO, 0 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2017, AS ADVISORY REP OF AN RIA, INV REL, 48 HR/MO, 48 HR/MO TRADING 6) PORK PLACE, LLC, 208 SHERMAN ST, JACKSON, MN, 07/2023, OWNER, REAL ESTATE, NIR, 3 HR/MO, 0 HR/MO TRADING 7) MAJOR PROPERTIES, LLC, 245 N Tyler St, Tyler MN 56178, United States, 01/31/2023, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 8) CRUMP, 245 N Tyler St, Tyler MN 56178, United States, 08/2025, Agent, Insurance/Benefits/Human Resources, NIR, HR/MO: 1, HR/MO Trading: 4

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-02
S63 Uniform Securities Agent State Law Examination 1989-11-21
  • S65 Uniform Investment Adviser Law Examination
    2010-12-02
  • S63 Uniform Securities Agent State Law Examination
    1989-11-21

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