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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2012-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2011 | Present |
| Watermark Financial Services, Inc. | Appleton | WI | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2012 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / LICENSED ADMIN ASSISTANT / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-18 |
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