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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-04-26 |
Branch Locations
874 Harper Rd. Suite 109, Kerrville, TX 78028 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | Present |
| Finley Financial Services | Kerrville | TX | 05/2015 | Present |
1) Tivy Athletic Booster Club, PO Box 291973 Kerrville, TX. Board member of a non public entity/ Secretary. 11/07/2017, not investment related, 3/monthly, 0/trading. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) HILL COUNTRY COLLEGE FUND, 2100 MEMORIAL BLVD, KERRVILLE, TX, 9/2018 CONTACTING DONORS ON BEHALF OF THE UNIVERSITY. NIR - 1/WK - 1/TRADING. 4) TAYLOR FINLEY INVESTMENTS, 874 Harper Rd. Suite 109, Kerrville TX 78028, 10/2023, Owner, 1099 Contractor, NIR, 60 HR/MO, 60 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-08 |
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