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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-14 |
| OK | RA | APPROVED | 2016-02-01 |
Branch Locations
6660 S Sheridan Rd Suite 205, Tulsa, OK 74133 • United States
Tulsa, OK • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2016 | Present |
1-Independent insurance agent, BROKEN ARROW, OK, 1/2000 for various independent insurance companies. INV REL - 15/MO - 8/TRADING. 2-NORTHSTAR WEALTH MANAGEMENT LLC, 7666 E 61ST ST, STE 350, TULSA, OK, 2/2016. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 60/MO - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-30 |
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