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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-07-02 |
| FL | RA | APPROVED | 2017-09-18 |
Branch Locations
9100 Conroy Windemere Rd. Ste 200, Windermere, FL 34786 • United States
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
504 W Plant St., Winter Garden, FL 34787 • United States
Clermont, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Choice Financial Services, Inc. | Greensboro | GA | 04/2015 | 09/2017 |
| Ccf Investments, Inc. | Greensboro | GA | 06/2015 | 06/2017 |
| Capital Choice Investment Advisers, Inc. | Greensboro | GA | 01/2017 | 06/2017 |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 09/2017 |
| Manatee River Financial Group | Sarasota | FL | 08/2016 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.SMARTPRO FINANCIAL, 6710 PROFESSIONAL PKWY W, STE 305, SARASOTA, FL, 09/2017 AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL -40/WK- 33.75 HRS/TRADING. 3.SMARTPRO FINANCIAL, 6710 PROFESSIONAL PKWY W, STE 305, SARASOTA, FL, 10/2017, AS INDEPENDNET INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES, INVREL, 5HRS/MO, 0HRS/TRADING. 4.WITMAN WEALTH LLC, 7884 Syracuse Dr, Clermont, FL 34714, 03/2026, Owner, Tax purposes only, NIR, 40 HR/MO, 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-26 |
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