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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-01-02 |
Branch Locations
301 Mccullough Drive 4Th Floor, Charlotte, NC 28262 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Charlotte | NC | 07/1988 | Present |
| Millennium Financial Group | Charlotte | NC | 02/2009 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 01/2015 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 01/2015 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 2/TRADING. 01/01/15. 2)GLORIA POTTS, Independent insurance agent, 4400 LAUREL TWIG CT, CHARLOTTE,NC, 1/01/2015 for various independent insurance companies. 8 HR/WK - 1/TRADING. 3.BLP MINISTRIES, 2033 ARBOR HILLS DR, INDIAN HILLS, NC, 11/2017 AS BOARD MEMBER. NIR - 4/MO - 0/TRADING. 4.GLORIA A POTTS, 4400 LAUREL TWIG CT, RENTAL PROPERTY OWNER, CHARLOTTE, NC, 11/2017. NIR - 1/MO - 0/TRADING. 5.ORDAINED MINISTER (GA POTTS MINISTRY), CHARLOTTE, NC, 11/2017 CONDUCTING OCCASIONAL WEDDING OR FUNERAL. NIR - 10/YR - 0/TRADING. 6.TRUEWAY FINANCIAL LLC, 301 MCCULLOUGH DR 4TH FLOOR, CHARLOTTE, NC, AS MANAGING MEMBER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME, INVREL, 30HRS/WK, 25HRS/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-19 |
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