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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-06 |
| FL | RA | APPROVED | 2018-04-20 |
Branch Locations
1395 West Granada Blvd., Ormond Beach, FL 32174 • United States
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 |
|---|---|---|---|---|
| National Planning Corporation | El Segundo | CA | 06/2015 | 11/2017 |
| Lpl Financial Llc | Port Orange | FL | 11/2017 | 04/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | Present |
1.TRIBUTUM REPRESENTATION, 128 SAND PINE PL, NEW SMYNRA BEACH, FL, 1/2017 AS ENROLLED AGENT PREPARING TAX RETURNS AND REPRESENTING CLIENTS IN IRS DISPUTES. NIR - 1.5/WK - 0/TRADING. 2.INDEPENDENT INSURANCE AGENT, 128 SAND PINE PL, NEW SMYNRA BEACH, FL, 6/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/YR - 0/TRADING 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 35/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.Anchor Certified Planners Group, 1395 W Granda Blvd, Ormond Beach FL 32174, United States, 04/2018, Investment Advisor Representative, DBA Name, Investment Related, HR/MO: 160, HR/MO TRADING: 120
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-03 |
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