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2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-28 |
Branch Locations
1776 Pleasant Plain Road, Fairfield, IA 52556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 09/2007 | 04/2020 |
| Cri Securities, Llc | St Paul | MN | 09/2007 | 04/2020 |
| Minnesota Life Insurance Company | St Paul | MN | 06/2007 | 04/2020 |
| North Star Consultants, Inc | Austin | TX | 06/2007 | 04/2020 |
| Crosspointe Community Church | Milton | WI | 06/2020 | 01/2021 |
| The Well | Iowa City | IA | 01/2023 | 03/2023 |
| Fbl Financial Group | West Des Moines | IA | 05/2023 | 09/2023 |
| Unemployed | Janesville | WI | 02/2021 | 12/2022 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 05/2023 | 09/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 06/2024 | Present |
| Unemployed | Fairfield | IA | 10/2023 | 05/2024 |
| Bridgeport Financial Solutions | Fairfield | IA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-01 |
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