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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triad Advisors, Inc. | Norcross | GA | 03/2015 | 09/2018 |
| Family Financial / Nelson Financial | Lake Wales | FL | 02/2012 | 08/2022 |
| Kalos Capital | Alpharetta | GA | 09/2018 | 08/2022 |
| Edward Jones | St Louis | MO | 07/2023 | 03/2026 |
| Unemployed | Alpharetta | GA | 08/2022 | 05/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
1. EVERTREE FINANCIAL LLC, 411 Center Street, Lake Wales FL 33853, United States, 03/17/2026, OWNER, DBA Name, INV REL, 800 HR/MO - 130 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO: 160 - HR/MO TRADING: 120
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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