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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| IN | RA | APPROVED | 2016-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2016 | Present |
| The Financial Resource Group | Mishawaka | IN | 05/2016 | Present |
| City Of Mishawaka | Mishawaka | IN | 01/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2016 | Present |
1.INDEPENDENT INSURANCE AGENT, 3120 HICKORY LN, MISHAWAKA, IN, 8/2014 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 0 HRS. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3.THE FINANCIAL RESOURCE GROUP, 3120 Hickory Rd, Mishawaka IN 46545, 05/16/2016, W2 Employee, Using a Trade Name/dba, INV REL, 180 HR/MO, 145 HR/MO TRADING. 4.Canarecci Wealth Management, 3120 Hickory Ln, Mishawaka, IN 46545, 01/2026, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-07 |
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