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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-01-03 |
Branch Locations
4860 Cox Rd. Ste 200, Glen Allen, VA 23060 • United States
4870 Sadler Rd. Ste 300, Glen Allen, VA 23060 • United States
3900 Westerre Parkway Ste 300, Richmond, VA 23233 • United States
6802 Paragon Place Ste 410, Richmond, VA 23230 • United States
7400 Beaufont Springs Dr. Ste 300, Richmond, VA 23225 • United States
919 E Main St. Ste 1000, Richmond, VA 23219 • United States
Henrico, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
1)MERIT FINANCIAL LLC, 1909 HUGUENOT RD, STE 304, NORTH CHESTERFIELD, VA, SINCE 1/2006. OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 80/MO - 70/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 4/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.MERIT FINANCIAL LLC, 4860 COX RD, STE 200, GELN ALLEN, VA, 12/2017 AS HEALTH INSURANCE CONSULTANT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 200/YR - 1/TRADING. 4. ABOUNDING GRACE FAMILY WORSHIP CENTER, PO BOX 2036, MEDIA PA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 11/30/20, NIR, 12/YR- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-27 |
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