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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-26 |
| IL | RA | APPROVED | 2021-02-23 |
| TX | RA | APPROVED | 2021-02-23 |
Branch Locations
2712 Mcgraw Dr, Bloomington, IL 61704 • United States
Sunrise Beach, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Bloomington | IL | 02/2011 | 10/2019 |
| 1St Global Advisors, Inc. | Bloomington | IL | 02/2011 | 10/2019 |
| Insight Cpas And Financial, Llc | Bloomington | IL | 05/2011 | 12/2016 |
| New Perspectives Financial Services, Llc | Bloomington | IL | 12/2016 | Present |
| Avantax Insurance Services, Inc. | Bloomington | IL | 02/2011 | 02/2021 |
| Avantax Advisory Services | Bloomington | IL | 10/2019 | 02/2021 |
| Avantax Investment Services, Inc. | Bloomington | IL | 10/2019 | 02/2021 |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield, Ia | IA | 02/2021 | Present |
1) NEW PERSPECTIVES FINANCIAL SERVICES, 2712 McGraw Drive, Bloomington IL 61704, United States, 02/01/2022, Owner, DBA Name, Investment Related, 200 HR/MO - 160 HR/MO TRADING 2) BLOOMINGTON ROTARY FOUNDATION, PO BOX 533, BLOOMINGTON, IL, BOARD TREASURER, 08/01/19, NIR, 7 HR/MO- 5/TRADING HR. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 02/23/21 4) KUEBLER PROPERTIES/KUEBLER CATTLE CO, 11580 E 1700 RD, STOCKTON, MO 65785, 01/2022, CO-OWNER, AGRICULTURE, NIR, 10 HRS/MO - 0 HRS/MO TRADING. 5) OUR LADY OF THE LAKE FINANCE COUNCIL, 2411 Bagnell Dam Blvd, Lake Ozark MO 65049, United States, 11/10/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 3 HR/MO TRADING 6) KNIGHTS OF COLUMBUS TREASURER, 2411 Bagnell Dam Blvd, Lake Ozark MO 65049, START DATE 12/2025, Treasurer, Volunteer, NIR, 10 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-25 |
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