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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-19 |
| OH | RA | APPROVED | 2005-03-28 |
Branch Locations
263 Regency Ridge Dr., Centerville, OH 45459 • United States
Troy, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2003 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1)GENWORTH FINANCIAL INC, 6620 W BROAD ST, RICHMOND, VA, 1/2008 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/YR - 10/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 8/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.PREFERRED PLANNING ASSOCIATES, 3080 ACKERMAN BLVD STE 210, KETTERING, OH, 12/2008 AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 0 HRS. 4. RENTAL PROPERTY OWNER, TROY, OH, 09/2019. NIR-1/MO-0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-11 |
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