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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-10-10 |
| VA | RA | APPROVED | 2013-05-08 |
Branch Locations
3761 Westerre Pkwy Ste C, Richmond, VA 23233 • United States
700 Tech Center Pkwy. Ste 200, Newport News, VA 23606 • United States
2330 Commonwealth Dr. Ste. 200, Charlottesville, VA 22901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mid-Atlantic Benefits, Inc. | Richmond | VA | 07/2005 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2013 AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 3/TRADING. 2) GREENWOOD & ASSOCIATES dba GREENWOOD FINANCIAL GROUP, 3761 WESTERRE PARKWAY, SUITE C, RICHMOND, VA, 1/2006 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 12 HR/WK - 25/TRADING. 3) EMPLOYEE BENEFITS CORPORATION OF AMERICA, 1410 SPRING HILL RD #301, MCLEAN, VA, 12/2016 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 4) THE FIRST TEE OF GREATER RICHMOND, 6736 HUNTING CREEK DR, RICHMOND, VA, 2/2018, AS LEADERSHIP ADVISORY BOARD MEMBER, NIR, 20HRS/YR, 0HRS/TRADING. 5) FELLOWSHIP OF CHRISTIAN ATHLETES GOLF MINISTRY / 8701 Leeds Road, Kansas City MO 64129 / 10/2022 / BOARD MEMBER OF MINISTRY / NIR / 2 HR/MO 1 HR TRADING 6) RICHMOND FINANCIAL ASSOCIATES / 3761 Westerre Parkway, Suite C, Henrico VA 23233 / 12/27/2021 / NIR / MEMBER - FLOW THROUGH ENTITY FOR MORTGAGE EXPENSES FOR BUSINESS / 2HR/MO - 0HR/MO TRADING 7) THE MARKET CONFIDENTIAL BY GREENWOOD FINANCIAL GROUP, 3761 Westerre Parkway Suite C, Henrico VA 23233, 07/2026, Podcast Host, Career & Money Reality Podcast, NIR, 3 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-14 |
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