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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2010-10-04 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2010 | Present |
| David Llewellyn | Daltona | FL | 06/2000 | Present |
1) DAVID LLEWELLYN, 3441 HICKORY CREEK RD, DELTONA, FL, 2/2000, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 40 HR/MO, 20 HR/MO TRADING. 2) LLEWELLYN WEALTH MANAGEMENT, 1431 ORANGE CAMP RD, STE 101, DELAND, FL 32724. 8/2010, OWNER, SUBCHAPTER S, 0 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 180 HR/MO, 12 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) LEGAL SHIELD & IDENTITY SHEILD, DELTONA, FL, 9/2013, SELLING SUBSCRIPTIONS, NIR, 10 HR/MO, 1 HR/MO TRADING. 5) WEST VOLUSIA EXECUTIVE SUITES, 324 E CHURCH ST, DELAND, FL, 11/2017, PART OWNER, COMMERCIAL OFFICE SPACE FOR LEASE, NIR, 5 HR/MO, 0 HR/MO TRADING. 6) MATTHEWS GIFT, 7805 SW 6TH COURT, PLANTATION, FL, 7/2018, BOARD MEMBER, NON-PUBLIC ENTITY, NIR, 4 HRS/MO, 3 HRS/MO TRADING. 7) WV WEALTH MANAGEMENT SOLUTIONS, 324 EAST CHURCH STREET, STE 101, DELAND, FL, 10/31/2020, OWNER, DBA/FICTITIOUS NAME, INV REL, 200 HR/MO, 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-13 |
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