Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
TX RA APPROVED 2024-05-14
  • OK RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2024-05-14

Branch Locations

4880 S Lewis Ave., Tulsa, OK 74105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Insurance Advisors Tulsa OK 11/2010 Present
Woodbury Financial Services, Inc. Tulsa OK 11/2011 01/2024
Osaic Wealth, Inc. Tulsa OK 01/2024 05/2024
Cambridge Investment Research, Inc. Fairfield IA 05/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2024 Present
  • 11/2010 → Present
    Legacy Insurance Advisors
    Tulsa, OK
  • 11/2011 → 01/2024
    Woodbury Financial Services, Inc.
    Tulsa, OK
  • 01/2024 → 05/2024
    Tulsa, OK
  • 05/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2024 → Present
    Fairfield, IA
Previous Registrations
  • 2024-01-19 → 2024-05-16
    Tulsa, OK
  • 2011-12-16 → 2024-01-19
    Woodbury Financial Services, Inc.
    Tulsa, OK
    Mckinney, TX
    Tulsa, OK
Other Businesses

1) LEGACY INSURANCE ADVISOR, 4880 S LEWIS AVE TULSA OK, 11/2007, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 20 HR/MO 20 HR/MO TRADING 2) LEGACY RISK MANAGEMENT, 4880 S LEWIS AVE TULSA OK, 01/2013, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 2 HR/MO 2 HR/MO TRADING 3) LEGACY TRIBAL SERVICES, 4880 S LEWIS AVE TULSA OK, 01/2021, OWNER, CONSULTING/COACHING, NIR, 2 HR/MO 2 HR/MO TRADING 4) THE LEGACY WAY, 4880 S LEWIS AVE TULSA OK, 01/2013, OWNER, CONSULTING/COACHING, NIR, 5 HR/MO 0 HR/MO TRADING 5) VSAWP, 4880 S LEWIS AVE TULSA OK, 01/02021, OWNER, OWNER/PARTNER OF A BUSINESS ENTITY, NIR, 1HR/MO 0 HR/MO TRADING 6) LEGACY REALTY ADVISORS, 4880 S LEWIS AVE TULSA OK, 01/01/2023, OWNER, REAL ESTATE, NIR, 2 HR/MO 2 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 8) LEGACY WEALTH MANAGEMENT, 4880 S. Lewis Ave, Tulsa OK 74105, United States, 09/01/2010, Owner, Using a Trade Name / DBA, INV REL, 20 HR/MO 20 HR/MO TRADING 9) LEGACY HEALTHCARE SERVICES, 4880 S. Lewis Ave, Tulsa OK 74105, United States, 07/01/2024, Owner, Consulting/Coaching, NIR, 10 HR/MO 10 HR/MO TRADING 10) ZNO HONEY, 20734 E Clear Brook Rd, Owasso OK 74055, United States, 01/28/2025, President, Healthcare, NIR, 4 HR/MO - 1 HR/MO TRADING 11) MODERN MEDICAL SUPPLIES, 19453 Redbud Dr., Unit 7C, Catoosa, OK 74015, United States, START DATE 01/2024, Owner, Healthcare, NIR, 4 HR/MO - 1 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-22
  • S66 Uniform Combined State Law Examination
    2011-11-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tulsa, OK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor