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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-03-31 |
Branch Locations
23010 Lake Forest Dr. Suite E, Laguna Hills, CA 92653 • United States
Mckinney, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Newport Beach | CA | 06/2012 | 01/2017 |
| J.P. Morgan Securities Llc | Newport Beach | CA | 10/2012 | 01/2017 |
| Wells Fargo Bank Na | Laguna Niguel | CA | 01/2017 | 06/2018 |
| Wells Fargo Clearing Services Llc | Laguna Niguel | CA | 02/2017 | 06/2018 |
| Cutter And Company Brokerage Inc | Ballwin | MO | 06/2018 | 05/2025 |
| Mcf Capital Management | Laguna Hills | CA | 06/2018 | 03/2026 |
| Prospera Financial Services, Inc. | Laguna Hills | CA | 05/2025 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
1. MCF Capital Management LLC, McKinney TX 75071, United States, 03/2026, Chief Operating Officer, DBA Name, NIR, HR/MO: 160 - HR/MO TRADING: 160 2. Knights of Columbus, 1914 Ridgeview Drive, Allen CA 75033, United States, 03/2026, Faithful Captain and 4th Degree Sir Knight, Fraternal Catholic Organization, NIR, HR/MO: 2 - HR/MO TRADING: 2 3. Busines Navigatgors, 1527 W State Hwy 114 Suite 500 #423, Grapevine TX 76051, United States, 03/2026, General Member, Networking, NIR, HR/MO: 3 - HR/MO TRADING: 3 4. ThePoliticalMinds.com, Frisco TX 75034, United States, 03/2026, Founder, Political Theory, Commentary, Web Publishing, NIR, HR/MO: 3 - HR/MO TRADING: 0 5. St. Francis of Assisi Catholic Church Finance Council, 8000 Eldorado Pkwy, Frisco TX 75033, United States, 03/2026, Committee Member, Volunteer, NIR, HR/MO: 3 - HR/MO TRADING: 3 6. Business Navigators, 1527 W State Hwy 114 Suite 500 #423, Grapevine TX 76051, United States, 03/2026, General Member, Networking, NIR, HR/MO: 3 - HR/MO TRADING: 3 7. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 03/2026, Investment Advisor Representative, CIRA affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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