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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-10-16
  • OH RA
    APPROVED
    Since 2018-10-16

Branch Locations

1151 Peru Olena Rd. W., Norwalk, OH 44857 • United States

New London, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marett Ins. Agency New London OH 05/2002 Present
Nationwide Securities Llc Dublin OH 03/2009 10/2018
Nationwide Insurance Norwalk OH 03/2009 10/2018
Cambridge Investment Research, Inc. Fairfield IA 10/2018 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 10/2018 Present
  • 05/2002 → Present
    Marett Ins. Agency
    New London, OH
  • 03/2009 → 10/2018
    Nationwide Securities Llc
    Dublin, OH
  • 03/2009 → 10/2018
    Nationwide Insurance
    Norwalk, OH
  • 10/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2018 → Present
    Fairfield, IA
Other Businesses

1) INDEPENDENT INSURANCE AGENT, 1776 Pleasant Plain Rd, Fairfield, IA 52556 since 10/17/18, THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 36/WK - 36/TRADING. 10/17/18. 3) HURON COUNTY ENDOWNMENT COMMITTEE, BERNEDICT AVE, NORWALK, OH, BOARD MEMBER OF A NON-PUBLIC ENTITY, NIR, 01/07/10, REVIEW AND APPROVE GRANT REQUESTS, 2 HR/MO- 2/TRADING HR. 4) LIFEWISE ACADEMY, FUND RAISING COMMITTEE, BOARD MEMBER, 1 Wildcat Drive New London OH 08/06/2021, NIR, 8 HR/MO- 0/TRADING HR. 5) MISSLER FINANCIAL SERVICES, LTD, 3441 Prospect Road New London OH, AGENT, OWNER PARTNER, 10/17/2002, INV REL, 80 HR/MO= 80/TRADING HR.INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 6) SIMON ACTS, 1971 Euclid Rd, New London OH 44851, 03/19/2024, Board Member, Volunteer, NIR, 3 HR/MO, 0 HR/MO TRADING. 7) LEGACY CAPITAL ADVISORS LLC, 1151 PERU OLENA ROAD W, NORWALK OH 44857, 10/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO - 120 HR/MO TRADING.

Other Names
  • Vicki Lynn Schneiter

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