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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-06-25 |
| NJ | RA | APPROVED | 2022-12-22 |
Branch Locations
6806 Us-9, Howell, NJ 07731 • United States
Alexandria, VA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkwood Associates, Inc. | New York | NY | 04/2013 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 04/2013 | 12/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | Present |
1. PARKWOOD ASSOCIATES, 6806 US-9, Howell NJ 07731, United States, 04/01/2013, W2 Employee, Administrative, NIR, 120 HR/MO - 120 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-09 |
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