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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
| OH | RA | APPROVED | 2020-04-09 |
Branch Locations
Port Richey, FL • United States
3611 Socialville Foster Rd. Ste. 102, Mason, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2003 | Present |
| Financial Planning Center | Fairfield | OH | 06/2003 | Present |
| Aurgroup Financial Credit Union | Fairfield | OH | 02/2006 | 12/2017 |
1)AMY BARKALOW, 3611 SOCIALVILLE FOSTER RD, STE 102, MASON, OH, NOTARY PUBLIC, BEGAN 10/13/07. NIR - 1/YR- 0/TRADING. 2)AMY BARKALOW, INDEPENDENT INSURANCE AGENT, 3611 SOCIALVILLE FOSTER RD, STE 102, 9/28/2016 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/WK - 5/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 04/09/2020 4 )LIFEPOINT FINANCIAL SOLUTIONS, 3611 Socliaville Foster RD, Ste 102, Mason OH 45040, United States, 01/2018, W2 Employee, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-09 |
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