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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-04-23 |
Branch Locations
1395 West Granada Blvd., Ormond Beach, FL 32174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anchor Certified Planners Group, Inc. | Daytona Beach | FL | 03/2003 | Present |
| National Planning Corporation | Ormond Beach | FL | 10/2008 | 11/2017 |
| Lpl Financial Llc | Port Orange | FL | 11/2017 | 04/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 5/MO - 5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.INDEPENDENT INSURANCE AGENT, 1395 W GRANADA BLVD, ORMOND BEACH, FL, 5/2003 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 5/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-23 |
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