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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-01-13 |
| AL | RA | APPROVED | 2021-01-12 |
| TX | RA | APPROVED | 2021-01-12 |
Branch Locations
1224 Ogletree Village Lane, Auburn, AL 36830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Equitable Securities | Atlanta | GA | 01/1998 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | Present |
1) TODD PHELAN, 1224 OGLETREE VILLAGE LANE, AUBURN, AL,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/04/21, NIR, 2 HR/MO- 0/TRADING HR. 2) TODD PHELAN DBA WILSON INVESTMENT GROUP, 1224 OGLETREE VILLAGE LANE, AUBURN, AL, FINANCIAL ADVISOR, 01/04/21, INV REL, 40 HR/WK- 40/TRADING HR. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/04/21 4) PHELAN, INC, 1199 ROXBORO DRIVE, ATLANTA, GA, PRESIDENT, LLC, 03/20/21, NIR, 1 HR/WK- 0/TRADING HR. 5) ROTARY CLUB OF AUBURN AL, P.O. Box 852, Auburn AL 36831, United States, 06/2023, TREASURER, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-20 |
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