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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-04-01 |
Branch Locations
4305 N Garfield, Suite 202, Midland, TX 79705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inwest Retirement Solutions | Midland | TX | 01/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2010 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/01/2021 2) FD texas, llc, 4617 hilltop dr, midland, tx, 6/2015 as managing member. llc provides ministerial services. nir - 2 hr/wk - 2/trading. 3) INWEST RETIREMENT SOLUTIONS, 4305 N GARFIELD SUITE 202 MIDLAND, TX. 01/01/1999 PRESIDENT OF A THIRD PARTY ADMINISTRATOR FOR QUALIFIED RETIREMENT PLANS. NOT INVESTMENT RELATED, 36/WEEKLY, 36/TRADE. 4) INDEPENDENT INSURANCE AGENT, 4617 HILLTOP DR, MIDLAND, TX, 10/2018 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 0 HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-15 |
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