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540 South Westland Drive, Appleton, WI 54914 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-10-21 |
Branch Locations
540 South Westland Drive, Appleton, WI 54914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Appleton | WI | 08/2009 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Appleton | WI | 08/2009 | 10/2024 |
| Stonehaven Wealth & Tax Solutions, Llc | Appleton | WI | 10/2024 | Present |
| Stonehaven Real Estate, Llc | Appleton | WI | 01/2017 | Present |
| Stonehaven Financial Services, Llc | Appleton | WI | 10/2002 | Present |
1) Licensed insurance agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Stonehaven Financial Services, LLC; Not investment-related; Same address; Tax and accounting services; Chief Executive Officer; Tax preparation; Approx. 10% of time during the month. 3) Stonehaven Real Estate, LLC; Not investment-related; Same address; Commercial property management; Chief Executive Officer; Manage commercial real estate and lease properties to tenants; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-18 |
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