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2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-19 |
| TX | RA | APPROVED | 2024-12-19 |
Branch Locations
1227 Pleasant Grove Blvd., #200, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2014 | 12/2024 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 08/2014 | Present |
| Bridgeport Financial Solutions | Fairfield | IA | 12/2024 | Present |
1) INDEPENDENT INSURANCE AGENT, 1227 PLEASANT GROVE BLVD, STE 200, ROSEVILLE, CA, 6/2004 FOR INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 0/TRADING. 2) 401(k) Engineers, 1227 Pleasant Grove BLVD ste 200 Roseville CA 95678. 9/15/2017. Legal Business Entity, Owner/Partner. Investment related, 2/monthly, 2/trading 3.BAP HOLDINGS INC, 1227 PLEASANT GROVE BLVD, STE 200, ROSEVILLE, CA, 12/2017 AS OWNER OF S CORPORATION FOR OFFICE EXPENSES AND TAX LIABILITY. NIR - 2/MO - 2/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 8/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5. PEAR TREE ADVISORY GROUP, 1227 PLEASANT GROVE BLVD, STE 200, ROSEVILLE, CA, DBA, 06/02/20, OWNER, 2/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-28 |
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