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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-01-20 |
| MD | RA | APPROVED | 2007-05-08 |
Branch Locations
305 W Chesapeake Ave Ste 510, Towson, MD 21204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2007 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2007 | Present |
| The Legacy Group, Inc | Towson | MD | 01/2005 | Present |
1) THE LEGACY GROUP, 4 RESERVOIR CIRCLE STE 103 PIKESVILLE MD, 01/2005, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO 50 HR/MO TRADING 2) THE LEGACY GROUP, 4 RESERVOIR CIRCLE STE 103 PIKESVILLE MD, 04/2010, NOTARY PUBLIC, NIR, 2 HR/YR 2 HR/YR TRADING 3) ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE, 101 W MT ROYAL AVE BALTIMORE MD, 06/2024, COMMITTEE MEMBER, RELIGIOUS ORGANIZAION, NIR, 8 HR/MO 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2007, AS ADVISORY REP OF AN RIA. INV REL, 120 HR/MO 40 HR/MO TRADING 5) NOTARY PUBLIC, 4 Reservoir Circle, Suite 103, Baltimore MD 21208, United States, 08/18/2025, Agent, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-19 |
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