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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-22 |
| SC | RA | APPROVED | 2023-07-19 |
Branch Locations
1314 Lincoln Street, Suite 303, Columbia, SC 29201 • 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 |
|---|---|---|---|---|
| Bb&T Investments | Columbia | SC | 11/2014 | 01/2018 |
| Bb&T Securities, Llc | Columbia | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Columbia | SC | 02/2021 | 06/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 06/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) LEXINGTON ROTARY, 1066 BARR RD, LEXINGTON, SC, 07/2023, MEMBER, NON PROFIT, NIR, 4 HR/MO, 0 HR/MO TRADING. 3) GREGORY BINGEL, 108 SUMMER GATE CT, LEXINGTON, SC, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) OUR LADY OF THE HILLS CATHOLIC CHURCH, 120 MARYDALE LN, COLUMBIA, SC, 07/2023, COMMITTEE MEMBER, RELIGIOUS ORG, NIR, 1 HR/MO, 0 HR/MO TRADING. 5) ROCKY CREEK ELEMENTARY SCHOOL PTO, 430 Calks Ferry Rd, Lexington SC 29072, United States, 09/12/2025, Committee Member, Volunteer, NIR, 1 HR/MO - 1 HR/MO TRADING 6) WEALTHPLAN FINANCIAL GROUP, 1314 Lincoln Street, Suite 303, Columbia SC 29201, United States, 12/09/2025, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 120 HR/MO - 80 HR/MO TRADING 7) SOUTH CAROLINA DANCE COMPANY (SCDC), 1332 N Lake Dr, Lexington SC 29072, United States, 09/15/2025, Committee Member, Volunteer, NIR, 1 HR/MO - 1 HR/MO TRADING 8) VILLAGE SQUARE THEATRE, 105 Caughman Rd, Lexington SC 29072, United States, 02/2026, Board Member, Arts/Performing Arts, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-07 |
| S66 | Uniform Combined State Law Examination | 2004-04-06 |
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