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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| GA | RA | APPROVED | 2020-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cumberland Financial Group | Smyrna | GA | 10/1999 | Present |
| Avantax Investment Services, Inc. | Marietta | GA | 07/2003 | 12/2020 |
| Avantax Advisory Services | Marietta | GA | 01/2014 | 12/2020 |
| Avantax Insurance Agency Llc | Marietta | GA | 01/2014 | 12/2020 |
| Manget Properties, Llc | Marietta | GA | 05/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-40/TRADING. 12/01/20 2)MANGET PROPERTIES, LLC, 445 MANGET STREET, STE 200, MARIETTA, GA, REAL ESTATE COMMERCIAL, 01/25/19, NIR, 20/YR- 20/TRADING 3)CUMBERLAND FINANCIAL GROUP, INC, 445 MANGET STREET, STE 200, MARIETTA, GA, CPA/ENROLLED AGENT/TAX PREP/ ACCOUNTING/TREASURER, 01/01/04, 40/WK- 40/TRADING 4)EAGLE BACKERS ATHLETIC BOOSTER CLUB, 1275 Stanley Rd NW, Kennesaw GA 30152, United States, 06/07/2022, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 3 HR/MO TRADING 5) INSURANCE SALES, 445 Manget St, Suite 200, Marietta GA 30060, United States, START DATE 01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-25 |
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