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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
| TX | RA | APPROVED | 2026-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Lake Wales | FL | 08/2012 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
1. EVERTREE FINANCIAL LLC DBA EVERTREE FINANCIAL, 411 Center St, Lake Wales FL 33853, United States, 03/17/2026, OWNER, DBA Name, INV REL, 160 HR/MO - 130 HR/MO TRADING 2. GREENLEAF RIVER OF LIFE CHURCH OF GOD, 3520 CR-544 E, Haines City FL 33844, United States, 02/01/2025, COMMITTEE MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO - 4 HR/MO TRADING 3. RENTAL PROPERTY, 8338 W Lake Marion Rd, Haines City FL 33844, United States, 03/01/2022, OWNER, Real Estate, INV REL, 1 HR/MO - 0 HR/MO TRADING 4. HAND UP MINISTRIES OF FL, 2996 Dayton Drive, Winter Haven FL 33884, United States, 11/01/2024, BOARD MEMBER, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO - 3 HR/MO TRADING 5. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, HR/MO: 160 - HR/MO TRADING: 120
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-28 |
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