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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-08-18 |
| CA | RA | APPROVED | 2007-11-30 |
Branch Locations
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 | 11/2007 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2007 | Present |
1) INDEPENDANT INSURANCE AGENT FOR INDEPENDANT INSURANCE COMPANIES. 2) MY LOVELY ASSISTANT. RANCHO CORDOVA, CA. STARTED 10/2014 AS REVIEWER. I WILL BE REVIEWING MAGIC PRODUCTS THAT WILL BE SENT TO ME TO KEEP. SPENDS 4 HR/MO, NONE DURING TRADING. 3) RENTAL PROPERTY OWNER, 9631 CRYSTAL VIEW DR, TUJUNGA, CA, SINCE 1/1984. NIR - DEVOTES 3 HR/YR - NONE DURING TRADING. 4) GLOBAL WEALTH CAPITAL MANAGEMENT,430 FOOTHILL BLVD, STE A, LA CANADA, CA AS PART OWNER OF INSURANCE S-CORP. INV REL - DEVOTES 2 HR/WK - 2 HR/TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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