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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
Branch Locations
2800 Hillview St., Ste. 2, Sarasota, FL 34239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Sarasota | FL | 10/1997 | 12/2018 |
| H.D. Vest Advisory Services | Sarasota | FL | 02/1998 | 12/2018 |
| Daniel H. Motyl, Cpa, Pa | Sarasota | FL | 01/1994 | Present |
| Dempsey Lord Smith, Llc | Rome | GA | 01/2019 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Dempsey Lord Smith, Llc | Rome | GA | 01/2019 | 03/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
1. DANIEL H MOTYL CPA PA, 2800 Hillview St, Ste 2, Sarasota FL 34239, United States, 01/01/1997, President, Tax Services, NIR, 100 HR/MO - 100 HR/MO TRADING 2. PARPARI ASSET MANAGEMENT INC, 2800 Hillview St Ste 2, Sarasota FL 34239, United States, 01/01/1998, President, Receives 1099 Income from Broker Dealer (DLS/Cambridge), INV REL, 100 HR/MO - 100 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-05 |
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