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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
6401 Eldorado Pkwy, Mckinney, TX 75070 • United States
2770 Main St., Frisco, TX 75033 • United States
12800 Westridge Blvd. Suite 154 , Frisco, TX 75035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Allen | TX | 08/2015 | 01/2018 |
| Bb&T Securities, Llc | Allen | TX | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Irving | TX | 02/2021 | 10/2024 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 10/2024 |
| Commonwealth Financial Network | San Diego | CA | 10/2024 | 12/2025 |
| Diamond Capital Wealth | Plano | TX | 10/2024 | 12/2025 |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2026 | Present |
1) CIRA, 1776 Pleasant Plain Road Fairfield IA 52556, 01/2026, Investment Advisor Representative, CIRA Affiliation, IR, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-03 |
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