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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
Three Sugar Creek Center Blvd. Suite 550, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Houston | TX | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Sugar Land | TX | 03/2020 | 06/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 06/28/2024 2) METAM WEALTH ADVISORS LLC, 3 Sugar Creek Center Blvd, Suite 550, Sugar Land TX 77478, United States, 07/01/2025, Owner, DBA Name, NIR, 10 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-16 |
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