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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-08 |
| GA | RA | APPROVED | 2008-09-05 |
Branch Locations
732 Kennesaw Ave. Ste 210, Marietta, GA 30060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2008 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2008 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2008 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) WELLSTAR HEALTH SYSTEMS FOUNDATION, 805 SANDY PLAINS ROAD, MARIETTA, GA 30066. BEGAN 12/2013 AS PLANNED GIVING ADVISORY COMMITTEE MEMBER. NOT INVESTMENT RELATED. DEVOTES 10 HRS/YEAR. NONE DURING TRADING. NON-PROFIT ORGANIZATION. 3) WELLSTAR HEALTH SYSTEMS, 805 SANDY PLAINS RD, MARIETTA, GA, SINCE 1/2015 AS MEMBER. NIR - DEVOTES 1 HR/MO - NONE DURING TRADING. 4) LC HOLDINGS, LLC, 732 KENNESAW AVE, STE 210, MARIETTA, GA, COMERCIAL REAL ESTATE HOLDING, 09/01/20, NIR, 0/MO- 0/TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 09/05/2008 6) COBB COUNTY SCHOOL FOUNDATION (BULLARD ELEMENTARY SCHOOL SUB ADVISORY COMMITTEE), 3656 Old Stilesboro Road, Kennesaw GA 30152, United States, 02/2026, Committee Member, Volunteer, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-05 |
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