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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-07 |
| FL | RA | APPROVED | 2024-05-20 |
Branch Locations
640 Brooker Creek Blvd. Ste. 400, Oldsmar, FL 34677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2008 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2008 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) RYAN J. LAU, OLDSMAR FL 34677, 05/2024, Agent, Independent Insurance Agent for various insurance companies, INV REL, 10 HR/MO 10 HR/MO TRADING 2) ANGLE-LAU WEALTH MANAGEMENT, OLDSMAR FL 34677, 01/2018, OWNER, DBA, INV REL, 1 HR/MO 0 HR/MO TRADING 3) CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 1776 PLEASANT PLAIN ROAD FAIRFIELD IA, 05/14/2024, IAR, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) ANGLE-LAU LLC, OLDSMAR FL 34677, 11/2017, OWNER, Owner/Partner of a Business Entity, NIR, 1 HR/MO 0 HR/MO TRADING 5) BULL & BEAR WEALTH MANAGEMENT PARTNERS LLC, 640 Brooker Creek Blvd., Suite 400, Oldsmar FL 34677, United States, 08/01/2024, Founder, DBA Name, NIR, 160 HR/MO 160 HR/MO TRADING 6) ANGLE-LAU WEALTH MANAGEMENT- CRUMP & ASH BROKERAGE INSURANCE/ANNUITY SERVICES, 640 Brooker Creek Blvd., Suite 400, Oldsmar FL 34677, United States, START DATE 10/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-28 |
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