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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-06-06 |
| MO | RA | APPROVED | 2025-06-06 |
Branch Locations
2601 Ne Kendallwood Pkwy, Ste 212, Gladstone, MO 64119 • United States
8700 Indian Creek Parkway Ste 345, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Insurance Affiliates | Kansas City | MO | 06/2008 | 08/2024 |
| Country Capital Management Co | Kansas City | MO | 06/2008 | 08/2024 |
| Country Trust Bank | Kansas City | MO | 01/2023 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
1) BRIARCLIFF INSURANCE GROUP, 2601 NE KENDALLWOOD PKWY STE 212 GLADSTONE MO, 08/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 80 HR/MO 60 HR/MO TRADING 2) BRIARCLIFF BUSINESS PARTNER ALLIANCE, KANSAS CITY MO, 01/2018, BOARD MEMBER, NETWORKING GROUP, NIR, 2 HR/MO 2 HR/MO TRADING 3) HEART OF THE REDEEMER COVENANT COMMUNITY, KANSAS CITY MO, 05/2017, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 8 HR/MO 0 HR/MO TRADING 4) GLADSTONE KIWANIS, GLADSTONE MO, 03/2018, TREASURER, CIVIC, 4 HR/MO 2 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/06/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-12 |
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