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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-01-27 |
Branch Locations
504 East Terrace Bay Court, Monticello, IN 47960 • United States
1330 Win Hentschel Blvd. Ste. 204, West Lafayette, IN 47906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Monticello | IN | 05/2011 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
1) LOMBARDO DOLD INC dba KLEIN BROT HAUS BAKERY, 106 E THIRD ST, BROOKSTON, IN, 2/2004 AS PART-OWNER OF WIFE'S BAKERY/RESTAURANT. NIR - 0 HRS. 2) S&A DOLD LLC, 106 E THIRD ST, BROOKSTON, IN, 2/2004 AS RENTAL PROPERTY OWNER. NIR - 0 HRS. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) TWIN LAKES SCHOOL CORP, 565 SOUTH MAIN ST, MONTICELLO, IN, BASKETBALL COACH, 03/12/21, NIR, 10 HR/WK- 0/TRADING HR. 5) TWIN LAKES SCHOOL CORP, 565 SOUTH MAIN ST, MONTICELLO, IN, FOOTBALL COACH, 08/2021, NIR, 25 HR/MONTH 0 HR/MONTH TRADING 6) DBA - DOLD FINANCIAL GROUP, 915 West Fisher Street Suite B, Monticello IN 47960, 01/2026, DOLD FINANCIAL GROUP IS OUR MARKETING NAME, DOLD FINANCIAL GROUP IS OUR MARKETING NAME, INV REL, 5 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-14 |
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