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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| SC | RA | APPROVED | 2023-09-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group Llc | Greenville | SC | 07/2014 | 01/2017 |
| Adviseme National Advisors | Greenville | SC | 08/2014 | 03/2017 |
| Retirement Partner Advisors | Greenville | SC | 02/2017 | 09/2023 |
| Resources Investment Advisors, Inc. | Overland Park | KS | 02/2017 | 09/2023 |
| Triad Advisors, Inc. | Norcross | GA | 04/2017 | 09/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2023 | Present |
1. First Baptist Simpsonville, 3 Hedge Street, Simpsonville SC 29680, United States, 09/01/2023, Manager, NIR, 15 HR/MO - 0 HR/MO TRADING 2. Madison Financial, 88 Villa Rd., Greenville SC 29615, United States, 09/01/2023, Owner, Using a Trade Name/dba, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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