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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
2525 Ridgmar Boulevard Suite 400, Fort Worth, TX 76116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 11/2006 | 03/2017 |
| Waddell & Reed,Inc | Southlake | TX | 03/2017 | 10/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Fort Worth | TX | 06/2017 | 10/2017 |
| Daniel Riecker | Fort Worth | TX | 08/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 10/2024 | Present |
1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 01/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. CLIFTON CAPITAL ADVISORS, LLC, 2525 Ridgmar Blvd, Ste. 400, Fort Worth TX 76116, United States, 10/30/2024, W2 Employee, DBA Name, NIR, 160 HR/MO - 120 HR/MO TRADING 3. HONEY BEE TAX PLANNING, LLC, 2525 Ridgmar Blvd, Ste. 400, Fort Worth TX 76116, United States, 10/30/2024, Employee (via Clifton Capital Advisors), Tax Services, NIR, 15 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-12 |
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