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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-10-04 |
| TX | RA | APPROVED_RES | 2019-10-04 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Oklahoma City | OK | 11/2013 | 10/2019 |
| Nettworth Financial Group | Oklahoma City | OK | 11/2013 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2. FOUR LEAF WINE AND SPIRITS, 6833 N BROADWAY, EDMOND OK, LIQUOR STORE, 10/14/20, OWNER, NIR, 5/WK- 0/TRADING 3. Insurance, 6821 N Broadway, Edmond OK 73034, United States, START DATE: 01/01/2001, Insurance Advisor, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MO - 45 HR/MO TRADING 4. FOUR LEAF WEALTH MANAGEMENT, EDMOND OK 73034, 02/27/2023, Investment Advisor Representative, INVESTMENT ADVISORS DBA FOUR LEAF WEALTH MANAGEMENT THROUGH CAMBRIDGE, INV REL, 40 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-24 |
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