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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-03 |
| TX | RA | APPROVED_RES | 2016-07-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monumental Life | La Plata | MD | 12/1987 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 3/YR - 3/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.CORE GROUP USA, 3948 NEW VISION DR, STE E, FT WAYNE, IN, 1/2011 AS INDEPENDENT INSURANCE AGENT SELLING/SERVICING LIFE, DISABILITY, & LTC PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 20 HR/WK - 10/TRADING. 3.MY FI HOME, 16931 RICHMOND CT, KING GEORGE, VA 22485-5645, 06/2025, DBA Name, NIR, 160 HR/MO, 160 HR/MO TRADING. 4.ATLANTIC CAPITAL PARTNERS, 9219 Center Street, Manassas VA 20151, United States, 01/15/2026, Agent, DBA Name, NIR, 3 HR/MO - 3 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-02 |
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