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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-05 |
| OH | RA | APPROVED | 2015-03-04 |
Branch Locations
28901 Clemens Road #111E, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Retirement Solutions | Westlake | OH | 06/2013 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2015 | Present |
1) ALPHA PROPERTY AND CASUALTY. ALPHA RETIREMENT SOLUTIONS. INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 2) ALPHA RETIREMENT SOLUTIONS. WESTLAKE, OH. STARTED 3/2015 AS REGISTERED REP. DBA NAME. SPENDS 30 HR/WK, 30 HR/WK TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/02/2015
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-06 |
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