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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED_RES | 2023-08-22 |
Branch Locations
111 Clebourne St Suite 220, Fort Mill, SC 29707 • United States
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 |
|---|---|---|---|---|
| United States Marine Corps | Cherry Point | NC | 08/2003 | 08/2019 |
| Prudential Insurance Company Of America | Charlotte | NC | 03/2015 | 08/2023 |
| Pruco Securities, Llc. | Charlotte | NC | 03/2015 | 08/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | Present |
1) BLUE RIDGE FINANCIAL PLANNING, 111 Clebourne St., Suite 220, Fort Mill SC 29715, 08/2023, Agent, using a Trade Name/dba, NIR, 80 HR/MO - 80 HR/MO TRADING. 2) SILVA FINANCIAL GROUP, 10112 Enfield Ct, Indian Land SC 29707, 08/2023, President, DBA for tax purposes only, NIR, 5 HR/MO - 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) INSURANCE / AGENT SALES, 111 Clebourne St., Suite 220, Fort Mill SC 29715, 08/2023, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-20 |
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