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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
295 E Renfro St #300, Burleson, TX 76028 • United States
2435 N. Central Expressway Suite 1200, Richardson, TX 75080 • United States
Lane Plan, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2008 | 07/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2008 | 07/2025 |
| Renfro Financial, Inc | Plano | TX | 11/1997 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: RENFRO FINANCIAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA START DATE: 11/1997 POSITION/TITLE/RELATIONSHIP: PRESIDENT AND FOUNDER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ALL OBAS ARE UNDER RENFRO FINANCIAL, INC. SECURITIES, FINANCIAL SERVICES, FINANCIAL PLANNING AND INSURANCE 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/1994 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-19 |
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