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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2021-07-15 |
| FL | RA | APPROVED | 2019-08-07 |
Branch Locations
400 North Ashley Dr. Ste. 1900, Tampa, FL 33602 • United States
Land O'LAkes, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 06/2007 | 07/2019 |
| First Command Financial Services | Fort Worth | TX | 06/2007 | 07/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2019 | Present |
1.Independent insurance agent, Land O'Lakes, FL, 12/2007. For various independent insurance companies. INV REL-5/WK-1/Trading. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. DIVERSIFIED PROFESSIONAL COACHING, LLC (DPC) / Orlando FL 32827 / 12/01/2021 / NIR / CERTIFIED PROFESSIONAL BUSINESS COACH / 0HR/MO - 0HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-06 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
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