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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephenson National Bank And Trust | Marinette | WI | 05/2015 | 08/2025 |
| Lpl Financial Llc | Marinette | WI | 03/2016 | 11/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | 08/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2021 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
| Stephenson National Bank And Trust | Marinette | WI | 01/2026 | Present |
| Marinette County | Marinette | WI | 08/2025 | 01/2026 |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556 United States, 01/13/2026, Investment Advisor Representative, CIRA Affiliation, NIR, 160 HR/MO - 120 HR/MO TRADING 2. NOTARY PUBLIC, 1820 Hall Avenue, Marinette WI 54143 United States, 01/12/2026, Wisconsin Notary Public, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 3. STEPHENSON FINANCIAL SERVICES, 1820 Hall Avenue, Marinette WI 54143 United States, 01/12/2026, Insurance Agent, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 4. STEPHENSON NATIONAL BANK & TRUST, 1820 Hall Avenue, Marinette WI 54143 United States, 01/12/2026, Wealth Management Support Specialist III, Bank/Credit Union, NIR, 60 HR/MO - 60 HR/MO TRADING 5. SPARK DRIVER, W1241 W Cleveland Ave, Marinette WI 54143, United States, 03/23/2026, Grocery Delivery Driver, 1099, NIR, 8 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-12 |
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