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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spring Vale Christian School Board Of Directors | Owosso | MI | 03/2009 | 12/2023 |
| Morgan Stanley | East Lansing | MI | 06/2014 | 04/2018 |
| Wells Fargo Clearing Services Llc | East Lansing | MI | 04/2018 | 07/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-02 |
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