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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-04-01 |
| TX | RA | APPROVED_RES | 2019-03-18 |
Branch Locations
Chattanooga, TN • United States
Tallan Financial Center, 200 W Martin Luther Blvd. Ste. 1000, Chattanooga, TN 37402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Planning Partners | San Jose | CA | 05/2004 | Present |
| Cambridge Investment Research,Inc | Fairfield | IA | 06/2006 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2006 | Present |
1) INSURANCE / Pacific Grove CA 93950 / 01/01/2002 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES / 5 HR/MO - 5 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) CAPITAL PLANNING PARTNERS LLC, 1 ALMADEN BLVD STE 610, SAN JOSE, CA, 05/2002. MANAGING DIRECTOR, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-40/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-13 |
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