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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-07 |
| IL | RA | APPROVED | 2025-05-01 |
Branch Locations
1700 E Golf Road Suite #250, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Planning Concepts, Llc | Schaumburg | IL | 01/2020 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2014 | 04/2021 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2021 | Present |
| Preferred Planning Concepts | Des Plaines | IL | 09/2014 | 11/2025 |
| Coldwell Banker Residential | Deerfield | IL | 08/2015 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1) PREFERRED PLANNING CONCEPTS, 1700 E Golf Road, Ste 250, Schaumburg IL 60173, United States, 08/28/2020, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 150 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/2025 3) HARRIGIAN STRATEGIC SOLUTIONS, 212 Waverley Lane, Schaumburg IL 60173, United States, 06/09/2025, Owner, Owner/Partner of a Business Entity, INV REL, 0 HR/MO - 0 HR/MO TRADING 4) PREFERRED PLANNING CONCEPTS, 1700 E Golf Road, Ste 250, Schaumburg IL 60173, United States, 08/28/2020, Investment Advisor Representative, Insurance/Benefits/Human Resources, IR, 160 HR/MO – 150 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-13 |
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