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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-23 |
| IN | RA | APPROVED | 2018-04-01 |
| OH | RA | APPROVED | 2018-03-02 |
Branch Locations
211 E Maumee St., Angola, IN 46703 • United States
516 E High St., Bryan, OH 43506 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Archbold | OH | 07/2009 | 03/2018 |
| F&M Bank | Angola | IN | 06/2009 | 03/2018 |
| Non-Variable Insurance | Angola | IN | 07/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2018 | Present |
1. TRILOGY WEALTH ADVISORS, 211 E MAUMEE ST, ANGOLA, IN, 4/4/2018, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INVREL, 2HRS/WK, 2HRS/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. DBA TRILOGY WEALTH ADVISORS, 516 E High St, Bryan OH 43506, United States, 03/02/2018, W2 Employee, Using a Trade Name / DBA, INV REL, 160 HRS/MO, 160HRS/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-07 |
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