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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2024-03-14 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
670 W Fireweed Lane Ste. 105, Anchorage, AK 99503 • United States
Anchorage, AK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 03/2008 | 05/2019 |
| First Command Financial Services, Inc. | Fort Worth | TX | 03/2008 | 05/2019 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 05/2019 |
| Lincoln Financial Securities, Inc | Anchorage | AK | 05/2019 | 03/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2024, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) THE AMERICAN COLLEGE FIN SERV, 630 ALLENDALE ROAD, SUITE 400, KING OF PRUSSIA PA 19406, 04/2024, AMBASSADOR, ADVOCATE FOR FINSERVE NETWORK, NIR, 1 HR/MO - 1 HR/MO TRADING. 3) RAION FINANCIAL STRATEGIES LLC, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 05/01/2025, COACH, DIVORCE PLANNING SERVICES, NIR, 4 HR/MO - 2 HR/MO TRADING. 4) RAION FINANCIAL STRATEGIES LLC, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 05/01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 16 HR/MO - 6 HR/MO TRADING. 5) CFP BOARD WOMEN'S INITIATIVE (WIN) COUNCIL, 1425 K STREET NW, #800, WASHINGTON DC 20005, 04/2024, COMMITTEE MEMBER, 1 HR/MO - 1 HR/MO TRADING. 6) RAION FINANCIAL STRATEGIES, 670 W. Fireweed Ln, Suite 105, Anchorage AK 99503, United States, 02/2025, SPEAKER, NIR, 1 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-20 |
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