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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-24 |
Branch Locations
3815 River Crossing Pkwy Suite 100, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 11/2013 | 12/2017 |
| Schwab Private Client Investment Adviosry, Inc. | Indianapolis | IN | 08/2017 | 12/2017 |
| Ronald Blue Trust | Indianapolis | IN | 01/2020 | 02/2024 |
| Capital Analyst | Indianapolis | IN | 01/2018 | 01/2020 |
| Unemployed | Indianapolis | IN | 12/2017 | 01/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2024 | Present |
| Unemployed | Indianapolis | IN | 02/2024 | 04/2024 |
1) Cornerstone Financial Advisory, LLC, Indianapolis IN 46240, 04/2024, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 04/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
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