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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-10 |
| CA | RA | APPROVED | 2025-09-02 |
Branch Locations
24031 El Toro Rd. Suite 255, Laguna Hills, CA 92653 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Springfield | MA | 08/2009 | 11/2017 |
| Lpl Financial Llc | Lake Forest | CA | 11/2017 | 09/2025 |
| Valley Wealth Strategies, Llc | Laguna Hills | CA | 01/2018 | 09/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. KAPRI, INC., Laguna Hills CA 92653, United States, 01/01/2020, Owner, Administrative, NIR, 2 HR/MO - 0 HR/MO TRADING 2. NARINE MARDANYAN, Mission Viejo CA 92691, United States, 01/01/2016, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-12 |
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