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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-13 |
| NC | RA | APPROVED | 2014-07-30 |
Branch Locations
103 E. Center Street, Lexington, NC 27292 • United States
Lexington, NC • United States
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 |
|---|---|---|---|---|
| Grimes Financial Services, Inc | Lexington | NC | 06/1997 | Present |
| Cambridge Investment Research, Inc | Farifeidl | IA | 06/2014 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2014 | Present |
1) GRIMES FINANCIAL SERVICES, INC., 2 WILLIAMS STREET, LEXINGTON, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, PRESIDENT, 6/1/97 NIR, 2 HR/WK: 1 HR/WK DURING TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. 06/30/14. 3) PIEDMONT HANDGUNNERS ASSOCIATION, INC. 10346 SOUTH HWY 150, LINWOOD NC, BOARD MEMBER NON-PUBLIC ENTITY- MEMBERSHIP SECRETARY, 02/22/21, NIR, 2 HR/WK- 0/TRADING HR. 4) BULL AND BEAR PROPERTIES, LLC, 103 EAST CENTER ST, LEXINGTON, NC, PARTNER SHAREHOLDER REAL ESTATE, COMMERCIAL BUILDING OWNER, 2 HR/MO- 0/TRADING HR. 5) EQOF, LLC, 103 E CENTER STREET, LEXINGTON, NC, REAL ESTATE SALES, 06/18/21, NIR, PARTNER/SHAREHOLDER, 1 HR/MO- 0/TRADING HR. Created to satisfy tax rules for Opportunity Zones, related to Bull and Bear, LLC. 6) YADKIN COLLEGE PROPERTIES LLC, 2 WILLIAMS ST, LEXINGTON NC 27292, 01/2024, MANAGING PARTNER, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
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