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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
| MI | RA | APPROVED | 2025-01-01 |
Branch Locations
600 Plastics Pl., Kalamazoo, MI 49001 • United States
2019 4Th St., Jackson, MI 49203 • United States
180 Little Lake Dr. #6A, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2010 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2010 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 05/2010, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 12 HR/MO TRADING. 2) HMK & CO LLC, ANN ARBOR, MI, 01/2018, OWNER, S CORP FOR TAX AND LEGAL LIABILITY, NIR, 10 HR/MO, 0 HR/MO TRADING. 3) 412 LITTLE LAKES LLC, ANN ARBOR, MI, 11/2023, OWNER, REAL ESTATE, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) LAKEWOOD WEALTH MANAGEMENT, 180 Little Lake Dr Suite 6A, Ann Arbor MI 48103, 12/29/2023, Owner, Lakewood is my new DBA under my LLC HMK and co. LLC, NIR, 1 HR/MO, 1 HR/MO TRADING. 5) LWM INSURANCE ADVISORS, 180 LITTLE LAKE DR STE 6A, ANN ARBOR MI, 04/2024, OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO / O HR/MO TRADING 6) 2147 RENTALS LLC, 800 Cottageview 311, Traverse City, MI 49684, United States, 05/01/2026, Owner, Real estate rental and property ownership activities, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
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