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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-27 |
Branch Locations
117 S Lewis St. Ste. 100, Staunton, VA 24401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Staunton | VA | 09/2014 | 10/2019 |
| Lpl Financial Llc | Staunton | VA | 10/2019 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. TAG WEALTH, 117 South Lewis St, Suite 100, Staunton VA 24401, United States, 05/27/2025, IAR, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 130 HR/MO TRADING 2. AUGUSTA HEALTH FINANCE COMMITTEE, 78 Medical Center Dr., Fishersville VA 22939, United States, 04/28/2025, Committee Member, Volunteer, NIR, 4 HR/MO - 0HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Rd, Fairfield, IA 52556, 04/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-29 |
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