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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-07 |
Branch Locations
1670 Keller Pkwy Suite 263, Keller, TX 76248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Columbus | GA | 09/1999 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | Present |
| Wymac Insurance Group, Inc. | Carrollton | TX | 12/2015 | Present |
| Lighthouse Financial Group | Fort Worth | TX | 10/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1) NOTARY PUBLIC, 1701 RIVER RUN RD STE 1014 FORT WORTH, TX. 11/14/2016, NIR, 1/WEEKLY, NONE/TRADE 2) TRANSLATOR, TRANSLATION OF TECHNICAL DOCUMENTS FROM ENGLISH TO SPANISH INCLUDING BUT NOT LIMITED TO (410K SUMMARIES,SAFETY PROCEDURES MANUALS AND POWER POINT PRESENTATIONS), 2113 LARKSPUR DR, CARROLLTON, TX 75010, SINCE 11/1/99, NON-INVESTMENT RELATED, 20 HOURS YEARLY, NO HOURS DURING TRADING HOURS. 3) WYMAC INSURANCE GROUP INC, 2113 LARKSPUR DR, CARROLLTON, TX, 12/2016 AS CEO/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 20 HR/WK 3/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2018, AS ADVISORY REP OF A RIA. INV REL, 40/WK 30/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-17 |
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