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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2019-05-01 |
| TX | RA | APPROVED | 2019-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Irving | TX | 05/1999 | 05/2019 |
| Hd Vest Advisory Services | Mooreland | OK | 11/2002 | 05/2019 |
| Hd Vest Insurance Agency Inc | Irving | TX | 10/2015 | 05/2019 |
| Successful Financial Strategies | Woodward | OK | 08/1999 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2019 | Present |
1) SUCCESSFUL FINANCIAL STRATEGIES, INC, 1102 E STATE HWY 152, MUSTANG, OK, 08/1999, PRESIDENT/INDEPENDENT INSURANCE AGENT THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2 HR/MO, 2 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-24 |
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