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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-25 |
| KY | RA | APPROVED | 2005-03-28 |
Branch Locations
7600 W. Hwy 146 English Manor I Suite 400, Pewee Valley, KY 40056 • United States
Dewitt, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindemeyer Cpa | Crestwood | KY | 06/1994 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2000 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1) LINDEMEYER CONSULTING, PLANNING AND ADVISING, LLC, PO BOX 10, CRESTWOOD, KY INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES.01/01/10, INV REL, 2/WK- 2/TRADING HRS 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/01/96 3) BALDWIN CPA'S, 10180 LINN STATION RD, LOUISVILLE, KY TRUST SERVICES PROVIDER, 11/01/20, NIR, 0 HR/WK- /TRADING HR. 4) ONE LUDINGTON PLACE, TREASURER. 204 S ROBERT STREET, LUDINGTON, MI., 09/01/2021, NIR, 1HR/MONTH, 0HR/MONTH TRADING. RECONCILE TRANSACTIONS ON A MONTHLY BASIS AND REPORT THE BALANCE. DOES NOT WRITE CHECKS OR DEPOSITS. 5) LALLY CPA / 7335 Westshire Dr, Lansing MI 48917 / 01/03/2022 / NIR / TAX MANAGER - REVIEWING AND PREPARING TAX RETURNS / 35HR/MO - 35HR/MO TRADING 6) BARREL AGED CHARITIES INC, 2820 Selwyn Ave, Suite 614, Charlotte NC 28209, United States, 08/22/2022, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 4 HR/MO TRADING 7) LONGROAD WEALTH MANAGERS, 7600 W Hwy 146, Ste 400, Pewee Valley KY 40056, United States, 01/01/2000, IAR, Using a Trade Name/dba, INV REL, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-17 |
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