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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-06-29 |
Branch Locations
4429 Bonney Rd. Suite 440, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferson Pilot Financial | Virginia Beach | VA | 04/2003 | Present |
| Lincoln Financial Securities Corporation | Virginia Beach | VA | 07/2008 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | Present |
1) VISION FINANCIAL GROUP, 4429 BONNEY RD, STE 440, VIRGINIA BEACH, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/01/18, NIR, 40 HR/MO- 40/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 06/29/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-14 |
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