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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-03 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
311 N I-35E Suite 110, Denton, TX 76207 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2013 | 12/2016 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2013 | 12/2016 |
| Securities Management And Research, Inc | Denton | TX | 01/2017 | Present |
| Bfc Planning, Inc | Denton | TX | 01/2017 | Present |
1. CLIFF HIGGS-N-HICKORY CREEK, TX-INDEPENDENT INSURANCE AGENT-AGENT-01/2017-.5-01-HEALTH INSURANCE. 2. AMERICAN NATIONAL-N-DENTON, TX-INDEPENDENT INSURANCE AGENT-MLGA-10/2019-10-02-TRAIN AND RECRUIT. 3. THE HERITAGE GROUP-Y-DENTON, TX-DBA NAME-OWNER-07/2018-160-160-INSURANCE AND SECURITIES DBA NAME. 4. Heritage Insurance Group of Texas- N- Denton, TX- P&C Insurance- Sole Member- 09/2024- 10- 0- Selling property and casualty insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-18 |
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