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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-02 |
| UT | RA | APPROVED | 2016-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2016 | Present |
1) INDEPENDENT INSURANCE AGENT SELLING/SERVICING FIXED ANNUITIES AND LIFE INSURANCE THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES, 389 N UNIVERSITY AVE, PROVO, UT, 2/2004. INV REL - 1 HR/WK - 1/TRADING. 2) FRANDSEN MORRILL ADVISORS LLC, 389 N UNIVERSITY AVE, PROVO, UT, 8/2012. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME - 40 HR/WK - 40/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, (1/2016) AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 5/TRADING. 4) FRANDSEN MORRILL ADVISORS, 389 N UNIVERSITY AVE, PROVO, UT, 9/2016 AS REFEROR. NIR - 1 HR/WK - 1/TRADING. 5) HOBBLE CREEK BICYCLE ASSOCIATION, 1759 Red Barn Road, Springville UT 84663, United States, 12/28/2021, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 3 HR/MO - 0 HR/MO TRADING 6) CHRISTOPHER MORRILL HOLDINGS, LLC, 1289 Valley Sage Drive, Springville UT 84663, 03/2023, OWNER, HOLDING COMPANY, NIR, 2 HR/MO - 1 HR TRADING 7) FRANDSEN MORRILL ADVISORS, LLC, 389 N University Avenue, Provo UT 84601, United States, 06/26/2023, Owner, Consulting/Coaching, NIR, 12 HR/MO - 8 HR/MO TRADING 8) INTEGRATEDADVISOR, LLC, 389 N University Avenue, Provo UT 84601, 03/13/2023, Owner, Providing a Software as a Service (SAAS) for financial advisors to assist with practice management. This will be an integration partner with Redtail Technology, NIR, 18 HR/MO - 8 HR/MO TRADING 9) CMORRILL FMA SALARY HOLDINGS, LLC, 389 N University Avenue, Provo UT 84601, United States, 11/01/2024, President, LLC for salary, NIR, 1/MO - 1/Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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