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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-04 |
Branch Locations
3001 Glacier Pass Lane, Cedar Park, TX 78613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jonelken Ventures, Ltd | Austin | TX | 03/2011 | Present |
| Dodie Farms, Ltd | Austin | TX | 06/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2016 | Present |
1. JONELKEN VENTURES LTD, LAKEWAY, TX, 8/2007, AS LTD. PARTNER/REGISTERED AGENT. LP OWNS FAMILY MINERAL INTERESTS. NIR - 3 HR/MO - 0/TRADING. 2. INDEPENDENT INSURANCE AGENT, LAKEWAY, TX, 6/2011 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 6/MO - 6/TRADING. 3. DODIE FARMS LTD, SAN ANGELO, TX, 4/2007 AS LTD PARTNER/REGISTERED AGENT. LP OWNS FAMILY FARM. NIR - 8 HR/MO - 0/TRADING. 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5. HARRIMAN FINANCIAL 3001 Glacier Pass Ln, Cedar Park TX 78613, United States, 01/01/2016, IAR, DBA, INV REL, 160/MO - 160/Trading 6. KENLEY STAFFORD DOLLIVER, 02/2025, Executor, Position of Trust, NIR, 0 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-06 |
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