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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-02 |
Branch Locations
2700 North Central Avenue, 12Th Floor, Phoenix, AZ 85004 • 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 |
|---|---|---|---|---|
| Thornburg Securities Corp | Santa Fe | NM | 05/2017 | 11/2018 |
| University Of New Mexico | Albuquerque | NM | 01/2015 | 05/2017 |
| Vanguard | Scottsdale | AZ | 12/2019 | 03/2020 |
| Unemployed | Rio Rancho | NM | 11/2018 | 06/2019 |
| Yelp, Inc. | Scottsdale | AZ | 06/2019 | 12/2019 |
| Northwestern Mutual | Albuquerque | NM | 05/2016 | 05/2017 |
| Unemployed | Scottsdale | AZ | 03/2020 | 10/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2020 | 07/2021 |
| Brokers Alliance | Fountain Hills | AZ | 07/2021 | 09/2021 |
| Unemployed | Scottsdale | AZ | 09/2021 | 11/2021 |
| Goldbook Financial | Scottsdale | AZ | 11/2021 | 03/2022 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 03/2022 | 12/2024 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 03/2022 | 12/2024 |
| Cambridge Investment Research, Inc. | Phoenix | AZ | 04/2025 | Present |
| Cambridge Investment Research, Inc. | Phoenix | AZ | 04/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Phoenix | AZ | 04/2025 | Present |
| Command Credit Corp | Scottsdale | AZ | 02/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-01 |
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