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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-18 |
| TX | RA | APPROVED_RES | 2018-07-15 |
| PA | RA | APPROVED | 2018-07-13 |
Branch Locations
1000 N. Ashley Dr, Tampa, FL 33602 • United States
252 Broad St., Montoursville, PA 17754 • United States
Riverview, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Brokerage Financial | Tampa | FL | 10/2009 | 01/2018 |
| Voya Financial Advisors | Tampa | FL | 09/2014 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | AL | 07/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2018 | Present |
| Client Centric Advisors | Tampa | FL | 01/2018 | Present |
| Gregory Advisors | Tampa | FL | 03/2019 | Present |
1) client Centric Advisors, 1423 South Howard Ave., Tampa, FL 33606, 01/2018, USING TRADE NAME/DBA, Managing Partner, INV REL, 60/week, 60/week trading. 2) Client Centric Advisors, 1423 South Howard Tampa FL 33606, 01/2018, OWNER, AS INDEPENDENT INSURANCE AGENT THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 4 HR/MO 4 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2018, AS ADVISORY REP OF A RIA. INV REL, 40/WK 50/TRADING 4) LIVE THE PARADISE LIFE, RIVERVIEW FL, 06/2016 AS CO-OWNER SELLING CUSTOM BEACH ATTIRE, NIR, 2 HR/MO 0 HR/MO TRADING 5) BROAD STREET FINANCIAL, 252 BROAD STREET MONTOURSVILLE PA, 12/2021, USING TRADE NAME/DBA, NIR, 80 HR/MO 70 HR/MO TRADING. 6) (FSI) FINANCIAL SERVICES INSTITUTE, 1201 Pennsylvania Ave. NW, Suite 700, Washington DC 20004, United States, 01/01/2022, Board Member / PAC Chair, Board Member/Officer/Director/Committee Member/Board Trustee, IR, 5 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
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