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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
100 Ne Loop 410 Ste. 1085, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kilmer & Company Pllc | San Antonio | TX | 02/2012 | Present |
| Invest Financial Corporation | San Antonio | TX | 02/2012 | 11/2017 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 02/2014 | 01/2025 |
| Young Living Essential Oils | San Antonio | TX | 11/2015 | Present |
| Juice Plus | San Antonio | TX | 07/2015 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1. JUICE PLUS, 287 Carmen Pl, San Antonio TX 78207, United States, 01/27/2025, Independent Distributor, Retail Sales/Distribution, NIR, 5 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 01/2025 3. SEQUEL FINANCIAL GROUP, 100 NE Loop 410, Ste 1085, San Antonio TX 78216, 01/2025, Registered Assistant, DBA Name, NIR, 160 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-12 |
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