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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-05 |
| FL | RA | APPROVED | 2019-04-18 |
Branch Locations
34990 Emerald Coast Parkway, Suite 378, Destin, FL 32541 • United States
Niceville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Destin | FL | 07/2013 | 04/2019 |
| Park Avenue Securities Llc | Destin | FL | 07/2013 | 04/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2019 | Present |
1. HINES EDUCATIONAL FOUNDATION, HENDERSON, NC, 09/1994. BOARD MEMBER. NIR-3/YR-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-160HRs /MO-130 HRs/MOTRADING. SEE EMPLOYMENT FOR START DATE. 3. EMPOWERED FINANCIAL STRATEGIES, 34990 EMERALD COAST PARKWAY STE 378, DESTIN FL 32550, 10/2023, OWNER, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 130 HRS/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-05 |
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