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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-29 |
Branch Locations
1400 Prudential Drive Suite 4, Jacksonville, FL 32207 • United States
Yulee, FL • United States
1027 S 8Th St., Fernandina Beach, FL 32034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2010 | Present |
| Family Wealth Advisors, Inc | Orange Park | FL | 02/2010 | Present |
| Family Wealth Advisors, Inc. | Orange Park | FL | 08/2010 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1.FAMILY WEALTH ADVISORS, INDEPENDENT INSURANCE AGENT, 1400 PRUDENTIAL DR, STE 4, JACKSONVILLE, FL, 12/04/2011. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 3/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 32/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. FAMILY WEALTH ADVISORS, 1400 PRUDENTIAL DR, STE 4, JACKSONVILLE, FL, 05/07/2019. OWNER/REGISTRANT, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-160/WK-160/TRADING. 4. GIRL SCOUTS OF GATEWAY COUNCIL (TROOP 71734), 7077 Bonneval Road, Suite 420, Jacksonville FL 32216, 04/2025, Treasurer, Volunteer, NIR, 2 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-18 |
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