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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
Branch Locations
Saint Petersburg, FL • United States
905 S Fort Harrison Ave , Clearwater, FL 33756 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Darden | Orlando | FL | 09/2008 | 05/2019 |
| T. Rowe Price | Tampa | FL | 10/2015 | 03/2018 |
| Morgan Stanley | Winston-Salem | NC | 04/2018 | 05/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
1) CIRA, 1776 Pleasant Plain Rd Suite 100, Fairfield IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
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