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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-05-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Greensboro | NC | 07/2008 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO 80 HR/MO TRADING, 04/2021, IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE 2.SUMMIT INVESTMENT SOLUTIONS, 8210 W. Market St., Greensboro NC 27409, United States, 05/31/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 0 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-27 |
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