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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-07-07 |
Branch Locations
263 Regency Ridge Dr., Centerville, OH 45459 • United States
Huber Heights, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2005 | Present |
| Preferred Planning Associates | Kettering | OH | 05/2002 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2. PREFERRED PLANNING ASSOCIATES, HUBER HEIGHTS OH 45424, 04/2024, W2 EMPLOYEE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-15 |
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