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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED_RES | 2025-01-02 |
| MD | RA | APPROVED | 2009-10-26 |
Branch Locations
4950 Sw 72Nd St., Unit 120, Miami, FL 33155 • United States
10441 Racetrack Rd Unit #1, Berlin, MD 21811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2009 | Present |
1)TARGET INSURANCE SERVICES INC, 11020 OAKMONT, OVERLAND PARK, KS, 12/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 3/WK - 1/TRADING. 2)COASTAL WEALTH MANAGEMENT LLC, BERLIN, MD, OWNER SINCE 10/20/09, 50 HOURS PER WEEK, 37.5 HOURS DURING TRADING, BUSINESS ENTITY USE FOR ALL ASPECTS OF FINANCIAL SERVICES. 3)COASTAL WEALTH MANAGEMENT, LLC, 10441 RACETRACK RD, UNIT 1, BERLIN, MD- AUTHOR 2 FINANCIAL BOOKS, 08/11/15, INV REL, 2 HR/WK- 0/TRADING HR. 4)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 25/WK - 25/TRADING. 10/20/09.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-28 |
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