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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-11-18 |
| CA | RA | APPROVED | 2016-03-14 |
Branch Locations
1851 Mccarthy Blvd #208, Milpitas, CA 95035 • United States
625 Hobart Ct, Fremont, CA 94539 • United States
Reno, NV • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2016 | Present |
| Dmc Consulting | Los Gatos | CA | 01/2015 | Present |
| High Valley Financial Planning Services | Fremont | CA | 01/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | Present |
1)GATEWAY INSURANCE SOLUTIONS, 1646 N CALIFORNIA BLVD, STE 650, WALNUT CREEK, CA, 1/2016 AS Independent Insurance Agent for various independent insurance companies. INV REL - 10/MO - 0/TRADING. 2.DMC ACCOUNTING SERVICES, 18300 DAVES AVE, MONTE SERENO, CA, 2/2017 AS OWNER PROVIDING ACCOUNTING AND TAX PREP SERVICES. NIR - 15/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 140/MO - 100/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-10 |
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