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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-01 |
Branch Locations
1670 Keller Pkwy Suite 263, Keller, TX 76248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 06/2012 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 06/2012 | Present |
1)TEICHMAN FINANCIAL PLANNING LLC DBA OMEGA SQUARED WEALTH MANAGEMENT, 550 RESERVE ST STE 190, SOUTHLAKE, TX 76092, 07/2009. PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INV REL - 20HR/MO - 20HR/MO TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-28 |
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