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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-01 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Ins. Agent | Folly Beach | SC | 08/2000 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairifeld | IA | 05/2016 | Present |
1.CONFLUENCE WEALTH ADVISORY LLC, 44 LEMPESIS LN, FOLLY BEACH, SC, 5/2016, IAR, DBA Name, INV REL, 0 HR/MO - 0 HR/MO TRADING 2.INDEPENDENT INSURANCE AGENT, 44 LEMPESIS LN, FOLLY BEACH, SC, 8/2000 SELLING FIXED INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 0 HRS. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.THOMAS C RANSONE JR, 416 West Indian Ave, Folly Beach SC 29439, United States, 08/01/2000, Producer, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-15 |
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