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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-12 |
| NC | RA | APPROVED | 2025-10-23 |
Branch Locations
79 Woodfin Place Ste. 201, Asheville, NC 28801 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Asheville | NC | 12/2005 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 08/2023 | 10/2025 |
| Paragon Financial, Llc | Asheville | NC | 01/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2025 | Present |
1) PARAGON FINANCIAL LLC, 79 Woodfin Place, Suite 201, Asheville NC 28801, United States, START DATE 01/2011, Owner, Paraplanning, INV REL, 200 HR/MO, 140 HR/MO TRADING 2) UNC_CH BOARD OF VISITORS, 134 E Franklin St, Chapel Hill NC 27514, United States, START DATE 08/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 0 HR/MO, 0 HR/MO TRADING 3) WNC BRIDGE FOUNDATION, 294 Overlook Rd, Asheville NC 28803, United States, START DATE 08/2017, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO, 1 HR/MO TRADING 4) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, START DATE 10/2025, Investment Advisor Representative, CIRA Affiliation, IR, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-05-08 |
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