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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2013-06-12 |
Branch Locations
4265 Wilder Rd., Bay City, MI 48706 • United States
1479 Straits Dr., Bay City, MI 48707 • United States
4265 Wilder Rd., Bay City, MI 48706 • United States
3262 Cabaret Trail, Saginaw, MI 48603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2013 | Present |
1) VALLEY UNITED INSURANCE AGENCY, 1108 W JENNY ST BAY CITY MI, 1/2008, INDEPENDENT INSURANCE AGENT WITH VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 30 HR/WK 30/TRADING 2) MUNN FARM, WEST BRANCH MI, 05/2014, SELLING EGGS, RETAIL, NIR, 8 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 6/2013, AS ADVISORY REP OF A RIA, INV REL, 40 HR/WK 40/TRADING 4) DBA FAMILY HERITAGE ADVISORS, 1108 W Jenny St, Bay City MI 48706, United States, 10/09/2019, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) MUNN RESIDENTIAL, 3337 W Clear Lake Rd, West Branch MI 48661, United States, 10/06/2025, Owner, Owner/Partner of a Business Entity, NIR, 8 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-12 |
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