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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-24 |
| IN | RA | APPROVED | 2020-08-21 |
Branch Locations
5570 Pebble Village Lane Ste. 200, Noblesville, IN 46062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wetzel Cpa Group, Inc. | Cicero | IN | 06/2006 | Present |
| Standard Locknut Llc | Westfield | IN | 02/2007 | 12/2016 |
| Lincoln Financial Securities | Noblesville | IN | 08/2012 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | Present |
| Wagner & Wetzel Cpa Group Llc | Fishers | IN | 01/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/21/20 2) PROSPERITY FINANCIAL ADVISORS, LLC, 5570 PEBBLE VILLAGE LANE, STE 200, NOBLESVILLE, IN, 01/01/08, INV REL, 5/MO- 5/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-22 |
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