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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-31 |
| VA | RA | APPROVED | 2024-01-31 |
Branch Locations
1818 Library St. Suite 500, Reston, VA 20190 • United States
Brambleton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Vienna | VA | 03/2013 | 01/2024 |
| Mml Investors Services | Vienna | VA | 06/2013 | 01/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors Inc, | Fairfield | IA | 01/2024 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2022 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2. ENSEMBLE FINANCIAL STRATEGIES, 415 S. Sharon Amity Rd. Suite B, Charlotte NC 28211, United States, 02/08/2024, IAR, DBA Name, INV REL, 160 HR/MO, 130 HR/MO TRADING 3. ENSEMBLE TAX AND ACCOUNTING LLC, 415 S Sharon Amity Rd, Suite B, Charlotte NC 28211, United States, 02/16/2026, Agent, Accounting/Bookkeeping/Payroll Services, NIR, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-08 |
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