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400 N. Tustin Ave., Suite 250, Santa Ana, CA 92705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-08 |
| CA | RA | APPROVED | 2023-08-02 |
Branch Locations
400 N. Tustin Ave., Suite 250, Santa Ana, CA 92705 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-13 |
| TX | RA | APPROVED | 2017-05-24 |
| CA | RA | APPROVED | 2014-01-27 |
Branch Locations
400 N Tustin Ave Ste 250, Santa Ana, CA 92705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2014 | Present |
| Insight Financial Advisors | Santa Ana | CA | 04/2014 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 01/27/14 2)INSIGHT FINANCIAL ADVISORS, 400 N TUSTIN AVE, STE 250, SANTA ANA, CA, 8/2009 AS ADVISORY REP OF A RIA. INV REL - 4/MO - 4/TRADING. 3)Life and Health Insurance Agent, 400 N Tustin Ave 250, Santa Ana, CA 92705, Inv Rel -4/mon-4/trading. 11/2021 4) INSURANCE, 400 N Tustin Ave, Ste 250, Santa Ana CA 92705, 11/2021, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL 4 HR/MONTH 4 HR/MONTH TRADING 5) INSIGHT FINANCIAL ADVISORS, 400 N Tustin Ave, Ste 250, Tustin CA 92705, 08/2023, RIA AFFILIATION, INV REL, 1 HR/MONTH 1 HR/MONTH TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-11 |
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