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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-28 |
Branch Locations
2600 Oakstone Drive, Suite #16, Columbus, OH 43231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2026 | Present |
| American United Life | Columbus | OH | 02/2014 | 04/2023 |
| Oneamerica Securities | Columbus | OH | 04/2014 | 04/2023 |
| Lpl Financial Llc | Westerville | OH | 04/2023 | 11/2025 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2023 | 06/2024 |
| Wellth Advisory Services, Llc | Westerville | OH | 06/2024 | 11/2025 |
| Ard Advisory Services, Llc | Dublin | OH | 11/2025 | 04/2026 |
1. FIG/INSOURCE, 8275 Allison Pointe Trail, Suite 110, Indianapolis IN 46250, 06/2001, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 5 HR/MO, 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 05/28/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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