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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-29 |
Branch Locations
18756 Stone Oak Pkwy Ste 200, San Antonio, TX 78258 • United States
6275 W Plano Pkwy Suite 500, Plano, TX 75093 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Dallas | TX | 04/2015 | 06/2021 |
| Level Four Advisory Services | Plano | TX | 04/2015 | 06/2019 |
| Visionpoint Advisory Group, Llc | Dallas | TX | 06/2019 | 06/2021 |
| Titleist Capital, Llc | San Antonio | TX | 06/2021 | 01/2024 |
| Titleist Asset Management, Llc | San Antonio | TX | 04/2023 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1) MOSAIC FINANCIAL, 6275 W Plano Parkway, Suite 500, Plano TX 75093, 01/2024, Insurance/Benefits/Human Resources, 1099, INV REL, 40 HR/MO, 40 HR/MO TRADING. 2) MOSAIC TAX ADVISERS, 6275 W Plano Parkway, Suite 500, Plano TX 75093, 01/2024, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 20 HR/MO, 20 HR/MO TRADING. 3) MOSAIC BUSINESS ADVISERS, 6275 W Plano Parkway, Ste 500, Plano TX 75093, 05/2025, President, Insurance/Benefits/Human Resources, NIR, 15 HR/MO, 15 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2024, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-15 |
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