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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-13 |
| MI | RA | APPROVED | 2013-03-21 |
Branch Locations
700 Mall Dr. Ste. C, Portage, MI 49024 • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2013 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 10 HR/WK 10 HR/TRADING, 03/2013 2) BECKWITH FINANCIAL GROUP, 700 MALL DRIVE SUITE C PORTAGE MI, 01/2016, INV REL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 10 HR/WK 8 HR/TRADING 3) BEYOND FINANCIAL PLANNING, 700 MALL DRIVE SUITE C PORTAGE MI, DBA/MANAGING MEMBER, 09/2019, INV REL, 40 HR/WK 30/TRADING HR 4) G&H FINANCIAL SERVICES LLC, 700 MALL DRIVE SUITE C PORTAGE MI, 10/2014, DBA, OWNER , NIR, 50 HR/WK 30 HR/TRADING 5) MICHIGAN WEALTH & RISK MANAGEMENT LLC, 700 MALL DRIVE SUITE C PORTAGE MI, 11/2014, OWNER, INV REL, DEVOTES 10 HR/MO 5 HR/TRADING 6) GREGORY I HARDY, 700 MALL DRIVE SUITE C PORTAGE MI, 01/2008, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MO 80 HR/MO TRADING 7) BECKWITH FINANCIAL SERVICES, 700 MALL DRIVE SUITE C PORTAGE MI, DBA/PRESIDENT, 01/2018, INV REL, 10 HR/WK 30/TRADING HR 8) WEST MICHIGAN ESTATE PLANNING COUNCIL, 3160 EMBERWOOD LOWELL MI, 01/2025, BOARD MEMBER, NIR, 4 HR/MO 4 HR/MO TRADING 9) KALAMAZOO FINANCIAL LLC, PROACTIVE TAX PREP, 700 MALL DRIVE SUITE C PORTAGE MI, 01/2024, OWNER, TAX SERVICES, NIR, 5 HR/MO 1 HR/MO TRADING 10) WEST MICHIGAN BRONCOS 10U TRAVEL BASEBALL, 3930 RILEY RIDGE PORTAGE MI, 07/2024, CAOCH, YOUTH SPORTS, NIR, 5 HR/MO 1 HR/MO TRADING 11) THE ENTREPRENEURIAL PODIATRIST, 700 Mall Dr, Ste C, Portage MI 49024, United States, START DATE 10/2025, Owner, Marketing, INV REL, 10 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-05 |
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