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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-09 |
| AL | RA | APPROVED | 2020-06-22 |
Branch Locations
4553 Pine Tree Circle Suite 205, Vestavia Hills, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins Co | Birmingham | AL | 11/2001 | 05/2018 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 05/2018 |
| Mml Investors Services, Llc | Birmingham | AL | 03/2017 | 05/2018 |
| Securian Financial Services Inc | St Paul | MN | 05/2018 | 06/2020 |
| Minnesota Life Insurance Co | St Paul | MN | 05/2018 | Present |
| Wealth Management Group Llc | Birmingham | AL | 05/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | Present |
1) TRENT JONES, 3603 ASHWOOD DRIVE, JASPER, AL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 05/01/18, 1/MO-0/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 06/22/20 3) WEALTHARC ADVISORS, 1957 Hoover Court, Suite 316, Hoover AL 35226, United States, 04/01/2026, Owner, DBA Name, IR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-04 |
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