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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2013-07-01 |
Branch Locations
375 E Horsetooth Rd #3-203, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rental Properties - Joseph Lloyd | Loveland | CO | 06/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2013 | Present |
1) JOSEPH LLOYD 1214 WOODS LANDING DR FORT COLLINS, CO 80525, OWNER, 01/01/2001, NON IVESTMENT RELATED, 1 HOUR MONTHLY, NON TRADING TIME, RENT OUT MY FAMILIES RENTAL PROPERTIES; MAINTAIN PROPERTY, RENT OUT PROPERTY AND DO ALL BOOKKEEPING 2) LONG GREEN PLANNING GROUP 375 E. HORSETOOTH RD #3-2-03 FORT COLLINS, CO 80525. BEGAN 1/1/05 AS PARTNER; FOR TRACKING OVERHEAD AND FOR ACCOUNTING PURPOSES. INVESTMENT RELATED. DEVOTES 2 HRS/WK. 2 DURING TRADING. 3) INDEPENDANT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-02 |
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