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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Mitchell Group, Inc. | Houston | TX | 03/1997 | 04/2019 |
| Salient Partners, L.P. | Houston | TX | 05/2019 | 03/2021 |
| Salient Capital Advisors, Llc | Houston | TX | 05/2019 | 03/2021 |
| Black Knight Wealth Management, Llc | Frisco | TX | 03/2023 | 06/2024 |
| Unemployed | Houston | TX | 04/2021 | 02/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2024 | Present |
1. Houston Community College Foundation, 3100 Main St, #12B12, Houston TX 77002, United States, 06/03/2024, Board Member, Board Member/Officer/Director/Committee, NIR, 4 HR/MO - 4 HR/MO TRADING 2. VISION FINANCIAL GROUP, 4140 Grand Avenue, Des Moines IA 50312, United States, 10/24/2024, IAR, DBA, INV REL, 160/MO - 130/Trading 3. FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-07 |
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