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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-15 |
| SC | RA | APPROVED | 2022-06-14 |
| NC | RA | APPROVED | 2022-03-18 |
Branch Locations
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States
Indian Trail, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carmax | Charlotte | NC | 06/2006 | 07/2018 |
| Capital Choice Financial Services | Greensboro | GA | 04/2016 | 06/2018 |
| Ccf Investments | Greensboro | GA | 02/2016 | 06/2017 |
| Capital Choice Investment Advisers | Greensboro | GA | 08/2016 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 06/2018 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2018 | 03/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2022, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 2) SMARTPRO FINANCIAL, 7970 COOPER CREEK BLVD BRADENTON FL, 04/2022, IAR, DBA, 100 HR/MO 100 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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