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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-01-11 |
Branch Locations
2700 North Central Avenue, 12Th Floor, Phoenix, AZ 85004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Team Beachbody | Santa Monica | CA | 12/2015 | Present |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2016 | 12/2018 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix | AZ | 08/2016 | 12/2018 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 01/2019 | 08/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 01/2024 | Present |
1) FORA TRAVEL ADVISOR, 228 PARK AVE SOUNT, SUITE 53272, NEW YORK NY 10003, 01/01/2024, INDEPENDENT TRAVEL ADVISOR, TRAVEL/TRANSPORTATION SERVICES, NIR, 1 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-18 |
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