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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibn Financial Services Inc. | Liverpool | NY | 11/2013 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1) CURTIS WOODLANDS, LLC, PO Box 25, Cooperstown NY 13326, 05/2025, Partner, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 06/2025 3) COOPERSTOWN FINANCIAL SERVICES, LLC, 99 Chestnut St, Cooperstown NY 13326, United States, 05/2025, Owner, Retail Sales/Distribution, NIR, 40 HR/MO - 40 HR/MO TRADING 4) LAKEVIEW OF LARGO SOUTH, 11945 143 St, Largo FL 33774, United States, 03/17/2026, BOARD MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-01 |
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