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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-09-20 |
| GA | RA | APPROVED | 2008-08-06 |
Branch Locations
425 Whispering Wind Ln, Alpharetta, GA 30022 • 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 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2008 | Present |
1.CPI WEALTH ADVISORS LLC, 425 WHISPERING WIND LN, STE 100, ALPHARETTA, GA, 8/2008 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 10/WK - 10/TRADING. 2.DBA: CAPITAL PLANNING & INVESTMENTS, LLC, 425 WHISPERING WIND LN, STE 100, ALPHARETTA, GA 30022. BEGAN 8/2008 AS SR. PARTNER- FOR COMMISSION BASED AND FEE BASED SECURITIES SALES AND SERVICE. DEVOTES 2 HR/YR- 2 HR/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK -20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
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