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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2007-10-29 |
Branch Locations
8010 Corporate Dr Ste A, Baltimore, MD 21236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army Reserve | Indianpolis | IN | 05/1986 | Present |
| Benefit Watch Llc | Baltimore | MD | 03/1995 | Present |
| Cambridge Investment Research, Inc. | Baltimore | MD | 03/1999 | Present |
| Api Financial Planning Services, Inc. | Baltimore | MD | 03/1999 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2007 | Present |
1) BENEFIT WATCH LLC, 4969 MERCANTILE RD STE J BALTIMORE MD 21236, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 04/1995, NIR, PARTNER, 128 HR/MO 24 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/01/2007 3) PHILIP BUCHANAN, 4969 MERCANTILE RD STE J BALTIMORE MD 21236, 01/2022, INSURANCE AGENT, INV REL, 40 HR/MO 20 HR TRADING 4) INVESTMENT WATCH LLC, 230 SCHILLING CIRCLE SUITE 352 HUNT VALLEY MD 21031, INV REL, 01/2022, SERVICING COMPANY, 50 HR/MO 17 HR/MO TRADING 5) INSURANCE CONSULTING GROUP LLC, 4969 MERCANTILE RD STE J BALTIMORE MD 21236, 07/2023, OWNER, DBA, NIR, 120 HR/MO 120 HR/MO TRADING 6) INVESTMENT CONSULTING GROUP LLC, 4969 MERCANTILE RD STE J BALTIMORE MD 21236, 07/2023, OWNER, DBA, INV REL, 80 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-06 |
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