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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-11-07 |
Branch Locations
28555 Orchard Lake Road, Suite 100, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Livonia | MI | 10/2012 | 09/2016 |
| Citizens Bank | Canton Twp | MI | 09/2016 | 07/2018 |
| Citizens Securities Inc | Canton Twp | MI | 09/2016 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | Present |
| Millennium Business Systems | Livonia | MI | 08/2018 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 10/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 2) RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 Orchard Lake Rd Suite 100, Farmington HIlls MI 48334, United States, 02/18/2019, W2 Employee, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 3) SANO, 28555 Orchard Lake Rd Suite 100, Farmington Hills MI 48334, 07/2026, W2 Employee, DBA Name, INV REL, 180 HR/MO, 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-20 |
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