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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-25 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Cincinnati | OH | 07/2014 | 07/2017 |
| Mml Investors Services | Cincinnati | OH | 08/2014 | 08/2017 |
| Guardian Life Insurance Co Of America | Cincinnati | OH | 08/2017 | 09/2018 |
| Park Avenue Securities, Llc | Cincinnati | OH | 10/2017 | 09/2018 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2023 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2023 | Present |
| Trinity Pension Consultants | Copley | OH | 09/2018 | 09/2019 |
| Callibrity Solutions | Cincinnati | OH | 09/2019 | 08/2020 |
| Cartridge Brewing | Maineville | OH | 08/2020 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2023 | Present |
1) ROSSELOT FINANCIAL GROUP, 7426 JAGER CT, CINCINNATI, OH, 01/2023, ADMIN, SECURITIES DBA, INV REL, 40 HR/MO, 30 HR/MO TRADING. 2) GLAD PROPERTIES, SOUTH LEBANON, OH, 01/2023, OWNER, REAL ESTATE, NIR, 5 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 06/2023, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) ROSSELOT FINANCIAL GROUP, 7426 Jager Ct., CIncinnati, OH 45230, 01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO - 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-01 |
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