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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-30 |
Branch Locations
2700 North Central Avenue, 12Th Floor, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 09/2007 | 06/2020 |
| Usaa Financial Planning Services | Phoenix | AZ | 11/2008 | 01/2021 |
| Usaa Investment Services Company | San Antonio | TX | 01/2018 | 01/2021 |
| Unemployed | Phoenix | AZ | 02/2021 | 10/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2021 | 01/2023 |
| Northwestern Mutual Investment Services, Llc | Milwaukee | WI | 11/2021 | 01/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2023 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2023 | Present |
| Unemployed | Phoenix | AZ | 02/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-29 |
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