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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-14 |
Branch Locations
2800 Shallowford Rd. Ne Ste. A, Atlanta, GA 30341 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-29 |
| GA | RA | APPROVED | 2015-12-02 |
Branch Locations
2302 Parklake Dr Ne, Suite 368, Atlanta, GA 30345 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gameplan Financial Marketing Llc. | Woodstock | GA | 05/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2015 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 12/2020 | Present |
1-CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK -20/TRADING. 12/01/15. 2-TAMALA WILLIAMS, INDEPENDENT INSURANCE AGENT, 2800 SHOLLOWFORD RD, STE A, ATLANTA, GA, 5/2010 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2/MO - 0/TRADING. 3.TAMALA WILLIAMS & ASSOCIATES, 3527 MOUNT VERNON CIR, ATLANTA, GA, 3/2016 AS PRESIDENT/OWNER OF S-CORP FOR LIABILITY PURPOSES. NIR - 5/MO - 0/TRADING. 4. CERTIFIED FINANCIAL PLANNER, 2302 Parklake Drive, Suite 368, Atlanta GA 30345, 01/2023, Practitioner, Uphold the CFP Boards initiatives that support excellence, competence and ethics financial planning., INV REL, 180 HR/MO, 180 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-04 |
| S66 | Uniform Combined State Law Examination | 2003-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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