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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-10-20 |
Branch Locations
1013 8Th St., Onawa, IA 51040 • United States
545 5Th St., West Des Moines, IA 50265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Dealer Financial Services Corp. | West Des Moines | IA | 09/2015 | 10/2018 |
| Cambridge Investment Research, Inc. | West Des Moines | IA | 10/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2018 | Present |
1.CAPITAL FINANCIAL PLANNING, 545 5TH STREET, WEST DES MOINES, IA, ADV REP OF A REGISTERED INV ADV, RIA, 10/20/18, INV REL, 20 HR/WK- 20/TRADING HR. 2.CAPITAL FINANCIAL PLANNING, 545 5TH ST, WEST DES MOINES, IA, 10/20/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 10/20/18 4. CAPITAL FINANCIAL PLANNING, 545 5th St., West Des Moines IA 50265, United States, 10/20/2018, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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