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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-07-22 |
Branch Locations
1776 Pleasant Plain Rd, Fairfield, IA 52556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2008 | 12/2018 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2012 | 12/2018 |
| Morgan Stanley | Cedar Rapids | IA | 01/2019 | 07/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | 07/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2019 | Present |
| Greenstate Credit Union | Iowa City | IA | 07/2019 | Present |
1) THE CAMBRIDGE FOUNDATION, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2023, COMMITTEE MEMBER, NIR, 4 HR/MO, 4 HR/MO TRADING. 2) DISABILITY RIGHTS IOWA, 666 WALNUT ST, DES MOINES, IA, 01/2024, BOARD MEMBER, NON PROFIT, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) THE AFRICAN VIOLET FOUNDATION, 54 S B. St, Fairfield IA 52556, 04/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO, 0 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/2015
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-23 |
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