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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
424 Luna Bella Lane Ste. 135C, New Smyrna Beach, FL 32168 • United States
104 S Riverside Dr., New Smyrna Beach, FL 32168 • United States
Edgewater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2015 | 09/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. SOUTHEAST VOLUSIA KIWANIS, New Smyrna Beach FL 32168, United States, 09/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 3 HR/MO TRADING 2. ANGLER'S YACHT CLUB SCHOLARSHIP TRUST, 2 N Causeway, New Smyrna Beach FL 32169, United States, 09/02/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING 3. ADVENTHEALTH NEW SMYRNA BEACH FOUNDATION, New Smyrna Beach FL 32168, United States, 09/01/2025, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 1 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/09/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-19 |
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