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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-27 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
135 Sweeten Creek Rd., Asheville, NC 28803 • United States
329 N Main St., Boiling Springs, NC 28017 • United States
3540 Toringdon Way Suite 200, Charlotte, NC 28277 • United States
520 South New Hope Road, Gastonia, NC 28054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Gastonia | NC | 07/2008 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA 52556, 03/2023, IAR AFFILIATION, INV REL, 160 HR/MO 120 HR TRADING 2) WILSON FINANCIAL GROUP LLC, GASTONIA NC 28054, 01/2018, AGENT, DBA, 40 HR/MO 40 HR/MO TRADING 3) WEALTHPLAN FINANCIAL GROUP, 3540 TORINGDON WAY SUITE 200 CHARLOTTE NC 28277, 02/2022, AGENT, SECURITIES DBA, INV REL, 40 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-08 |
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