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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-03 |
| IL | RA | APPROVED | 2019-11-18 |
Branch Locations
5250 Old Orchard Road, Suite 450, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Skokie | IL | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Skokie | IL | 11/2016 | 09/2017 |
| Sagepoint Financial | Phoenix | AZ | 09/2017 | 11/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2019 | Present |
1. BAKMEN GROUP HOLDING, 30 S WACKER DR, CHICAGO, IL, 09/2017. PRESIDENT/CEO, TO PROVIDE TAX AND LEGAL LIABILITY. NIR-6/MO-6/TRADING. 2. STARBOARD PARTNERS CONSULTING LLC, 30 S WACKER DR, CHICAGO, IL, 05/2019. CONSULTANT, PROVIDE BUSINESS OPERATION EVALUATIONS. NIR-15/MO-1/TRADING. 3. T2 GLOBAL ADVISORS LLC, 30 S WACKER DR STE 2725, CHICAGO, IL, 09/2017. CFO/TREASURER, TO PROVIDE TAX AND LEGAL LIABILITY. INV REL-4/MO-0/TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING.11/12/19 5. TORAMI HOLDINGS LLC, 52165 OLD ORCHARD RD STE 950, SKOKIE, IL 60077, 12/2023, OWNER/PARTNER, FOOD/BEVERAGE SERVICE, NIR, 5 HR/MO - 1 HR/MO TRADING. 6. KLYBOURNE HOLDINGS, LLC, 834 W ADAMS, #707, CHICAGO, IL 60607, 12/2023, OWNER/BOARD MEMBER, TECHNOLOGY SERVICES, NIR, 5 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
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