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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-07-02 |
Branch Locations
Enterprise Place, 3401 Enterprise Pkwy Ste 220, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pepper Pike | OH | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pepper Pike | OH | 11/2016 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2. INSURANCE / 3401 Enterprise Parkway, Suite 220, Beachwood OH 44122 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES - NOT ACTIVELY SELLING / 0 HR/MO - 0 HR/MO TRADING 3. CHAGRIN VALLEY BUSINESS STRATEGIES LLC, 3401 Enterprise PKWY STE 220, Beachwood OH 44122, 09/2023, Partner, Consulting/Coaching, NIR, 8 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-18 |
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