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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| NC | RA | APPROVED | 2023-08-01 |
Branch Locations
3221 Blue Ridge Rd. Ste. 105, Raleigh, NC 27612 • United States
Cary, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Raleigh | NC | 08/2011 | 01/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Cary | NC | 11/2011 | 01/2018 |
| Principal Life Insurance Company | Raleigh | NC | 01/2018 | 12/2022 |
| Principal Securities Inc | Raleigh | NC | 01/2018 | 08/2023 |
| Vesta Wealth Advisors | Raleigh | NC | 11/2020 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2023 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 08/2023 | Present |
1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 8/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. VESTA WEALTH ADVISORS, 3221 Blue Ridge Rd, Suite 105, Raleigh, NC 27613, United States, 08/2023, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, HR/MO: 4 - HR/MO TRADING: 4 3. NORTON ERICSSON RENTAL PROPERTY, 28 Rue Des Rames, Carcassone, France NC 27519, United States, 07/2025, OWNER, REAL ESTATE, NIR, 5 HR/MO - 0 HR/MO TRADING. 4. MARY T NORTON, 760 Centervale Drive, Unit 205, Celebration, FL 34747, 08/2026, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-12 |
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