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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-01 |
| VA | RA | APPROVED | 2023-10-25 |
Branch Locations
277 Bendix Rd., Ste. 500, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | Chicago | IL | 01/2015 | 01/2017 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 12/2014 | 01/2017 |
| Pnc Investments | Chicago | IL | 01/2017 | 10/2018 |
| Jp Morgan Securities, Llc | Chicago | IL | 11/2018 | 09/2019 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 11/2018 | 09/2019 |
| Morgan Stanley | Chicago | IL | 07/2013 | 01/2017 |
| Massmutual | Virginia Beach | VA | 09/2019 | 10/2023 |
| Mml Investors Services, Llc | Virginia Beach | VA | 09/2019 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 10/2023, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. 2) MICHAEL WALBRIDGE, 277 BENDIX RD, SUITE 500M VIRGINIA BEACH, VAV, 09/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 50 HR/MO, 40 HR/MO TRADING. 3) FRIEDEN WEALTH MANAGEMENT, 277 Bendix Road, Suite 500, Virginia Beach VA 23452, 11/2024, Investment Advisor Representative, Using a Trade Name / DBA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) MICHAEL WALBRIDGE LLC, 277 Bendix Road Suite 500 Virginia Beach VA 23452 United States, 01/2025, Owner, Owner/Partner of a Business Entity, NIR, HR/MO: 0 – HR/MO TRADING: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-01 |
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