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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-05-01 |
| FL | RA | APPROVED | 2016-05-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556 • United States
Coconut Creek, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generations Wealth Management | Boca Raton | FL | 07/2011 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2016 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2017 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 0 HRS. 2)INDEPENDENT INSURANCE AGENT, 1300 N FEDERAL HWY #101, BOCA RATON, FL, 3/2011 SELLING LIFE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 10 HR/YR - 0/TRADING. 3.ONLINE COLLECTIBLE SALES, COCONUT CREEK, FL, 5/2018. SELLING SPORTS CARDS AND OTHER COLLECTIBLES. NIR - 3/WK - 0/TRADING. 4. POWER OF ATTORNEY/TRUSTEE, COCONUT CREEK, FL, 10/2019. FOR C. C. TESTAMENTARY TRUST. INV REL- 0/WK-0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-14 |
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