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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2014-09-17 |
Branch Locations
Ortonville, MI • United States
2387 S. Linden Road Suite B106, Flint, MI 48532 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 09/2014 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 09/2014 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-22 |
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