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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| CO | RA | APPROVED | 2020-10-01 |
Branch Locations
5600 S Quebec St. Ste. 141B, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Benefit Services | Denver | CO | 07/2003 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2008 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2020 | Present |
1) LEGACY BENEFIT SERVICES LLC, 5600 S QUEBEC ST STE 141B GREENWOOD VILLAGE CO, 07/2003, INV REL, OWNER- TPA FOR RETIREMENT PLANS, 200 HR/MO 32 HR/MO TRADING 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2020, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 4) LEGACY BENEFIT SERVICES LLC, 3400 OVERTON PARK DRIVE SUITE 300 ATLANTA GA, 07/2003, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 16 HR/MO 4 HR TRADING 5) LEGACY BENEFIT SERVICES LLC, 5600 S QUEBEC ST STE 141B GREENWOOD VILLAGE CO, 07/2003, OWNER, TPA/PESION SERVICES, INV REL, 200 HR/MO 32 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-12 |
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