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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-10 |
| OK | RA | APPROVED | 2009-11-25 |
Branch Locations
6660 S Sheridan Rd Suite 205, Tulsa, OK 74133 • United States
Bixby, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2009 | Present |
1) VARIOUS CAMBRIDGE APPROVED INSURANCE AGENTS, 6660 S SHERIDAN RD, STE 205, Tulsa OK 74133, 11/2009, Agent, NIR, 2 HR/MO - 2 HR/MO TRADING. 2) FOCUSED WEALTH PLANNING INC, 6660 S SHERIDAN RD, STE 205, Tulsa OK 74133, SINCE 4/2011 AS OWNER OF SECURITIES DBA. INV REL - DEVOTES 160 HR/MO - 120 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/01/2009 4) NORTHSTAR WEALTH MANAGEMENT LLC, 6660 S Sheridan Rd, Ste 205, Tulsa, OK 74133, 01/2024, Owner, DBA Name, NIR, 10 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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