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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-07-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2016 | 01/2018 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 01/2016 | 01/2018 |
| Lincoln Investment | Royal Oak | MI | 01/2017 | 06/2019 |
| Regulus Advisors, Llc | Kentwood | MI | 06/2019 | 06/2023 |
| Regal Investment Advisors, Llc | Kentwood | MI | 06/2019 | 06/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2023 | Present |
1) OHANA WEALTH ADVISORY, 3315 N CAMPBELL ROAD ROYAL OAK MI, 06/2023, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING, 06/2023 3) OHANA WEALTH ADVISORY, 3233 COOLIDGE BERKLEY MI 48072, 06/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 160 HR/MO 160 HR/MO TRADING 4) TROY FOUNDATION OF EDUCATIONAL EXCELLENCE, 4400 LIVERNOIS TROY MI 48098, 06/2023, TREASURER, CIVIC, NIR, 4 HR/MO 0 HR/MO TRADING 5) ASH BROKERAGE, 888 S HARRISON STREET SUITE 900 FORT WAYNE IN, 02/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 0 HR/MO TRADING 6) TRUCHOICE FINANCIAL, 400 HIGHWAY 169 SOUTH SUITE 200 MINNEAPOLIS MN, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-15 |
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