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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-18 |
| VA | RA | APPROVED | 2023-07-17 |
Branch Locations
4429 Bonney Rd, Suite 450, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hampton Roads Society Of Human Resources Management | Virginia Beach | VA | 11/2011 | Present |
| Lincoln Financial Securities Corporation | Virginia Beach | VA | 11/2015 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 52556, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE 2) RELIANCE WEALTH ADVISORS, LLC, VIRGINIA BEACH VA, 07/2016, OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR.MO, 10 TRADING 3) RELIANCE FINANCIAL STRATEGIES LLC, VIRGINIA BEACH BA, 02/2024, OWNER, DBA FOR WEBSITE BRANDING, INV REL, 5 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-09 |
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