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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2023-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 06/2016 | 09/2017 |
| Jr Dental | Jacksonville | FL | 12/2016 | Present |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | Present |
| Equis | Ashville | NC | 02/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2023 | Present |
1. SMART PRO FINANCIAL, 6710 PROFESSIONAL PARKWAY WEST STE 305, SARASOTA FL, 10/2017. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO - 0 HR TRADING. 2. JULIO GONZALEZ, 6710 Professional Parkway West, Suite 305, Sarasota FL, 10/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO - 0 HR TRADING 3. SMARTPRO FINANCIAL, Jacksonville FL 32216, 05/2019, Agent, Using a Trade Name/dba, NIR, 1 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-28 |
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