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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-12 |
Branch Locations
1300 W Commerce Dr. Ste 700, Peoria, IL 61615 • United States
121 S Broadway St., Table Grove, IL 61482 • United States
16 E. Fort St., Farmington, IL 61531 • 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 |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | East Peoria | IL | 05/2013 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
| Osaic Wealth, Inc. | East Peoria | IL | 01/2024 | 06/2026 |
1. JASON SMITH, 1300 W COMMERCE DR STE 700, PEORIA IL 61615, START DATE 05/01/2026, REFERRER, REFERRALS, NIR, 1 HR/MO - 1 HR/MO TRADING 2. LEGACY PRIVATE WEALTH ADVISOR, 1300 W COMMERCE DR STE 700, PEORIA IL 61615, START DATE 06/01/2026, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 2 HR/MO - 2 HR/MO TRADING 3. LEGACY PRIVATE WEALTH ADVISORS, INC., 1300 W COMMERCE DR STE 700, PEORIA IL 61615, START DATE 06/01/2026, W2 EMPLOYEE, RIA AFFILIATION - OTHER THAN CIRA, INV REL, 40 HR/MO - 28 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-08 |
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