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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | Present |
1) MECOSTA COUNTY COMMUNITY FOUNDATION, BIG RAPIDS MI, 7/2010, AS BOARD MEMBER, NPO, NIR, 2 HR/MO 2/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 20/WK 20/TRADING, SEE EMPLOYMENT HISTORY FOR START DATE 3) FERRIS STATE UNIVERSITY BLUELINE CLUB, 210 SPORTS DR BIG RAPIDS MI 49307, PRESIDENT, BOARD MEMBER, 08/2017, INV REL, 3 HR/MO 1 HR/MO TRADING 4) BIG RAPIDS TRAVEL BASEBALL, 15660 Ryan's Creek Way, Big Rapids MI 49307, United States, 08/01/2022, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 3 HR/MO 1 HR/MO TRADING 5) LERNER FINANCIAL LLC, 15505 Waldron Way, Big Rapids MI 49307, 01/2025, W2 Employee, DBA Name, INV REL, 174 HR/MO, 152 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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