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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-17 |
| CA | RA | APPROVED | 2025-11-26 |
Branch Locations
9800 Wilshire Boulevard, Beverly Hills, CA 90212 • United States
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
486 Leonard Lane, Sugarloaf, CA 92386 • United States
Van Nuys, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Beverly Hills | CA | 01/2016 | 11/2020 |
| Bank Of America, N.A. | Beverly Hills | CA | 07/2016 | 11/2020 |
| Morgan Stanley Smith Barney Llc | Beverly Hills | CA | 11/2020 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
1. INSURANCE, 877 Ygnacio Valley Drive, Suite 220, Walnut Creek CA 94596, United States, 11/21/2022, Agent, Employee (receive a W-2), NIR, 20 HR/MO - 10 HR/MO TRADING 2. PROXY ADVISORY GROUP, 877 Ygnacio Valley Road, Suite 220, Walnut Creek CA 94596, United States, 11/21/2025, Investment Advisor Representative, Employee (receive a W-2), NIR, 30 HR/MO - 32 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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