Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2024-07-11
TX RA APPROVED_RES 2024-03-12
VA RA APPROVED 2021-04-23
  • WV RA
    APPROVED
    Since 2024-07-11
  • TX RA
    APPROVED_RES
    Since 2024-03-12
  • VA RA
    APPROVED
    Since 2021-04-23

Branch Locations

69 Clay St., Morgantown, WV 26501 • United States

4429 Bonney Rd. Suite 440, Virginia Beach, VA 23462 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Securities Virginia Beach VA 07/2008 04/2021
Cambridge Investment Research, Inc. Fairfield IA 04/2021 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2021 Present
Previous Registrations
  • 2006-08-08 → 2021-04-26
    Osaic Fs, Inc.
    Fort Wayne, IN
    Virginia Beach, VA
  • 2001-11-26 → 2005-01-19
    Mt. Pleasant, SC
Other Businesses

1) KUNDIS CONSULTING, LLC, 4429 BONNEY RD, STE 450, VIRGINIA BEACH, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,01/02/17, PRESIDENT/OWNER, NIR, 15 HR/MO 2/TRADING HR 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2021, IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) ENTERPRISE FINANCIAL NETWORK, 4429 BONNEY RD SUITE 450 VIRGINIA BEACH VA, 05/202, DBA, INV REL, 160 HR/MO 160 HR TRADING 4) DBA-VISION FINANCIAL GROUP, 4429 BONNEY RD SUITE 450 VIRGINIA BEACH VA, 05/2023, IAR, DBA, NIR, 10 HR/MO 10 HR/MO TRADING 5) KUNDIS LAND COMPANY, 133 JAMES EARL DR CHESAPEAKE VA, 05/2022, OWNER, REAL ESTATE, NIR, 0 HR/MO 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-05
S63 Uniform Securities Agent State Law Examination 2000-06-09
  • S65 Uniform Investment Adviser Law Examination
    2001-09-05
  • S63 Uniform Securities Agent State Law Examination
    2000-06-09

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Morgantown, WV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor