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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-21 |
| KY | RA | APPROVED | 2025-12-24 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556 • United States
Burlington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions, Llc | Omaha | NE | 02/2013 | 10/2019 |
| Main Management, Llc | San Francisco | CA | 11/2019 | 07/2022 |
| Ceros Financial Services, Inc. | Rockville | MD | 11/2019 | 03/2022 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 04/2022 | 07/2022 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2023 | Present |
| Unemployed | Burlington | KY | 08/2022 | 01/2023 |
| Osaic Wealth, Inc. | Jersey City | NJ | 09/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2025 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-10 |
| S66 | Uniform Combined State Law Examination | 2002-10-30 |
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