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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED_RES | 2024-03-12 |
| VA | RA | APPROVED | 2021-04-23 |
Branch Locations
69 Clay St., Morgantown, WV 26501 • United States
4429 Bonney Rd. Suite 440, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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