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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-09 |
Branch Locations
14408 Plum Dr., Urbandale, IA 50323 • United States
Des Moines, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya | Des Moines | IA | 07/2017 | 04/2018 |
| Directed Services, Llc | Des Moines | IA | 07/2017 | 04/2018 |
| Drake University | Des Moines | IA | 01/2015 | 03/2017 |
| Gremler Financial Group | Des Moines | IA | 06/2016 | 10/2016 |
| Drake University | Des Moines | IA | 08/2013 | 05/2017 |
| Between Positions | Des Moines | IA | 05/2017 | 07/2017 |
| Voya Financial Advisors | Des Moines | IA | 04/2018 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1) VISION FINANCIAL GROUP, 4140 GRAND AVE, DES MOINES, IA, DBA, ASSET MANAGEMENT RELATIONSHIP MANAGER, 10/21/20, INV REL, 1/YR- 0/TRADING 2) MARK KELLY - BASKETBALL REFEREE, 240 E Walnut St, Apt 519, Des Moines IA 50309, United States, 12/06/2025, Coach, 1099, NIR, 16 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-01-08 |
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