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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-29 |
| FL | RA | APPROVED | 2024-12-06 |
Branch Locations
4767 New Broad St. Ste. 1034, Orlando, FL 32814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2011 | 02/2019 |
| Cetera Advisors Llc | Denver | CO | 02/2019 | 11/2024 |
| Synergy Wealth Alliance | Maitland | FL | 02/2019 | 07/2020 |
| Rotary Club Of Seminole County Sunset | Lake Mary | FL | 02/2014 | Present |
| Hidden Potential Florida | Orlando | FL | 07/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. HIDDEN POTENTIAL FLORIDA, LLC, 616 E 7th St, Sanford FL 32771, United States, 07/20/2021, W2 Employee, Administrative, NIR, 15/MO - 5/Trading 2. ROTARY CLUB OF SEMINOLE COUNTY SUNSET, 685 Towne Center Blvd, Sanford FL 32771, United States, 02/01/2014, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3/MO - 0/Trading 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/06/2024 4. BULL AND BEAR WEALTH, 255 Primera Blvd #160, Lake Mary FL 32746, United States, 02/04/2025, IAR, DBA Name, INV REL, 160 HR/MO - 26 HR/MO TRADING 5. BULL AND BEAR WEALTH, 255 Primera Blvd #160, Lake Mary FL 32746, 02/2025, Life Insurance; financial advisor, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 26 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-25 |
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