Jeremy Chad Ftacek

Current Employers

Employment History

• 07/2004 → 11/2017
  Invest Financial Corp.
  Tampa, FL
• 11/2017 → 07/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → 07/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2023 → Present
  United Advisor Group
  Franklin, TN
• 07/2007 → Present
  Ftacek Financial Services, Llc.
  Arrington, TN
• 07/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-11-16 → 2023-07-27
  Cambridge Investment Research Advisors, Inc.
  Plainfield, IL
  Arrington, TN
• 2004-07-30 → 2017-11-17
  Invest Financial Corporation
  Streator, IL
  Ottawa, IL
  Yorkville, IL
  Plainfield, IL
  Yorkville, IL
  Streator, IL
  Ottawa, IL
• 2001-03-19 → 2004-08-03
  Raymond James Financial Services, Inc.
  Ottawa, IL

Other Businesses

1.United Advisor Group-DBA Ftacek Financial Services, LLC., 302 Innovation Drive Suite 310 Franklin Tennessee 37067, 07/2023-Present, Partner/Investment Advisor Representative, 160 hours/month 8 hours during trading hours, I'm a founding partner and IAR for this RIA. 2. FIXED INSURANCE, 302 Innovation Drive Suite 310 Franklin Tennessee 37067, 8/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 30/YR - 2/TRADING. This would be if I used my Health or Life Insurance non-securities business. 3.FTACEK FINANCIAL SERVICES LLC, 302 Innovation Drive Suite 310 Franklin Tennessee 37067, 8/2008 AS PRESIDENT/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 30/YR - 0/TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2001-02-09