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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2015 | Present |
| Fourstar Wealth Advisors, Llc | Chicago | IL | 08/2023 | Present |
| Kcd Financial, Inc | Green Bay | WI | 08/2023 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) OWN RESIDENTIAL SPACE FOR RENT, 33-35 CLAYMOSS RD, BRIGHTON, MA, SINCE 9/2003. NIR - DEVOTES 4 HR/WK - NONE DURING TRADING. 3) FOURSTAR WEALTH ADVISORS, LLC. 351 W. HUBBARD SUITE 420, CHICAGO, IL 60654, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 08/2023 4) KCD FINANCIAL INC, GREENBAY, WI, REGISTERED REP, 24 HR/MO - 50 HR/MO TRADING. 08/2023 5) SMALL OCCASIONAL HANDYMAN/ODD JOBS NOT RELATED TO FINANCIAL ADVICE OR FINANCIAL MARKETS, 2 HR/MO DURING REGULAR MARKET HRS - 1 HR/MO DURING NON-MARKET HRS. COST PER JOB-TBD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-13 |
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