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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amatics Cpa Group | Bozeman | MT | 09/2013 | Present |
| Fsc Securities Corp | Atlanta | GA | 11/2016 | 07/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | Present |
1. TRUSTEE OF THE P.D.N. IRREVOCABLE TRUST, BOZEMAN, MT, 12/2015. INV REL - 5/YR - 5/TRADING. 2. TRUSTEE OF THE S. IRREVOCABLE TRUST, BOZEMAN, MT, 6/2018. NIR - 5/YR - 5/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 5/WK - 5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. BATESON WEALTH MANAGEMENT, BOZEMAN, MT, 11/2017 AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 5/WK - 5/TRADING. 5. STEEZY LLC, BOZEMAN, MT, 09/2019. OWNER, MANAGE CLEANING EMPLOYEE. NIR-3/MO-0/TRADING. 6. AMATICS CPA GROUP, 45 DISCOVERY DR, BOZEMAN, MT, 9/2013 AS SHAREHOLDER/CPA PROVIDING TAX PREPARATION, ACCOUNTING SERVICES, BUSINESS CONSULTING, STAFF MANAGEMENT, FIRM MANAGEMENT. INV REL - 160/MO - 120/TRADING. 7. 32B SHAWNEE WAY, LLC 32B SHAWNEE WAY, BOZEMAN, MT, RENTAL PROPERTY 07/01/20, NIR, LIMITED MEMBER, 0/YR- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-26 |
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