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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2014-09-17
  • MI RA
    APPROVED
    Since 2014-09-17

Branch Locations

Ortonville, MI • United States

2387 S. Linden Road Suite B106, Flint, MI 48532 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Inc Fairfield IA 09/2014 Present
Cambridge Investment Research Advisors Inc Fairfield IA 09/2014 Present
Previous Registrations
Other Businesses

1. INDEPENDENT INSURANCE AGENT, 2387 S LINDEN RD, STE B102, FLINT, MI, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 0/TRADING. 2. DAVID R. NEWBILL RETIREMENT SERVICES LLC, 2387 S LINDEN RD STE B102, FLINT, MI, 1/2016 AS PRESIDENT/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 40/WK - 40/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/MO - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. GROVELAND TOWNSHIP MI, 4695 GRANGE HALL RD, HOLLY, MI, 05/2019. PLANNING COMMISSION BOARD MEMBER, REFINE AND EXECUTE TOWNSHIP PLAN. NIR-2/MO-0/TRADING. 5. RETIREMENT & WEALTH STRATEGIES, 28555 Orchard Lake Rd., Suite 100, Farmington Hills MI 48334, 03/2023, Investment Advisor Representative, 1099 Contractor, INV REL, 200 HR/MO - 200 HR/MO TRADING. 6. DAVID R. NEWBILL RETIREMENT SERVICES, LLC, 2387 S. Linden Rd. Ste. B106, Flint MI 48532, United States, 01/01/2016, President, Owner/Partner of a Business Entity, INV REL, 160 HR/MO - 160 HR/MO TRADING 7. DAVID R. NEWBILL, CFP, 2387 S. Linden Rd., Ste. B106, Flint MI 48532, United States, 09/18/2014, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 0 HR/MO TRADING 8. SANO, 28555 Orchard Lake Rd., Suite 100, Farmington Hills MI 48334, United States, 07/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 120 HR/MO - 120 HR/MO TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-01
S63 Uniform Securities Agent State Law Examination 1998-09-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-01
  • S63 Uniform Securities Agent State Law Examination
    1998-09-22
Designations

View on SEC IAPD

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