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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
9800 Wilshire Boulevard, Beverly Hills, CA 90212 • United States
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
Van Nuys, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 04/2012 | 11/2020 |
| Bank Of America, N.A. | Beverly Hills | CA | 05/2012 | 11/2020 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 11/2020 | 11/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2020 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. SUGARBERA LLC, 5850 West 3rd Street, No. 315, Los Angeles CA 90036-3303, United States, 12/2020, Founder, Real Estate, NIR, HR/MO: 48 - HR/MO TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-02 |
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