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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-30 |
| OH | RA | APPROVED | 2011-09-29 |
Branch Locations
114 S Detroit St, Xenia, OH 45385 • United States
3938 Dayton-Xenia Rd. Suite A, Beavercreek, OH 45432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montgomery Ins. & Inv., Inc. | Xenia | OH | 05/2000 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2011 | Present |
1.MONTGOMERY INSURANCE & INVESTMENT AGENCY INC, 5/2000 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 8/WK - 8/TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.MII ASSET MANAGEMENT LLC, 114 S DETROIT ST, XENIA, OH, 3/2018 AS EMPLOYEE/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 5/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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