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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
| OH | RA | APPROVED | 2023-04-24 |
Branch Locations
8044 Montgomery Road, Suite 265, Cincinnati, OH 45236 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Cincinnati | OH | 11/2008 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2023 | Present |
1) GREEN UMBRELLA, CINCINNATI OH 45250, 03/2016, BOARD MEMBER, VOLUNTEER, NIR, 2 HR/MO 1 HR/MO TRADING 2) CHRIS FLORES, CINCINATTI OH 45220, 12/2013, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO 1 HR/MO TRADING 3) THREE CORNERS CAPITAL LLC, CINCINATTI OH 45236, 11/2014, OWNER, BUSINESS, INV REL, 160 HR/MO 120 HR/MO TRADING 4) FLORES AND FORTIN PLANNING GROUP LLC, CINCINATTI OH 45236, 08/2019, OWNER, BUSINESS, NIR, 5 HR/MO 5 HR/MO TRADING 5) CLIFTON AREA NEIGHBORHOOD SCHOOL PARENT TEACHER ORGANIZATION "PTO", 3711 CLIFTON AVE CINCINATTI OH, 07/2024, TREASURER, VOLUNTEER, NIR, 4 HR/MO 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-29 |
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