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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-10 |
| TN | RA | APPROVED | 2021-01-20 |
Branch Locations
404 E. Bernard Ave Suite A., Greeneville, TN 37745 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | Present |
| Cornerstone Wealth Management Group | Greeneville | TN | 11/2015 | 10/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | Present |
| Greenwealth | Greeneville | TN | 10/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 06/2011, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) GREENWEALTH, LLC, 404 E BERNARD AVE, STE A, GREENEVILLE, TN, 05/2022, W2 EMPLOYEE, DBA, NIR, 160 HR/MO, 146 HR/MO TRADING. 3) GREENWEALTH, LLC, 404 E BERNARD AVE, STE A, GREENEVILLE, TN, 12/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/MO, 15 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-11 |
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