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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2012-10-26 |
| TX | RA | APPROVED | 2012-10-26 |
Branch Locations
4500 Bob Billings Pkwy Ste 109, Lawrence, KS 66049 • United States
201 East Loula Ste 205, Olathe, KS 66051 • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2012 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2012 | Present |
| Lincoln Financial Advisors | Lawrence | KS | 01/2008 | Present |
1) STRATEGIC WEALTH, 4500 BOB BILLINGS PKWY, LAWRENCE, KS, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 05/01/05, NIR, 3 HR/MO- 3/TRADING HR. 2) STRATEGIC WEALTH 4500 BOB BILLINGS PARKWAY LAWRENCE, KS. BEGAN 5/22/2013 AS A CFP; COLLEGE FUNDING SERVICES, INCLUDING ASSISTANCE IN IDENTIFYING AND APPLYING TO PROSPECTIVE SCHOOLS, APPLYING FOR FINANCIAL AID, ANALYSIS OF FINANCIAL AID OFFERINGS, SELECTING A SCHOOL AND ACCEPTING AWARDS, AND OBTAINING LOANS FOR COVERING. INVESTMENT RELATED. DEVOTES 10 HRS/YR. NONE DURING TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 10/24/12 4) LEE COUNTY INDEPENDENCE LLC / 4500 Bob Billings Parkway Suite 109, Lawrence KS 66049 / 10.15.2021 / Owner & Partner - LLC to assist handicapped brother / NIR / 4HR/MO - 4HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-05 |
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