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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-06-03 |
| TX | RA | APPROVED_RES | 2020-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C2 Wealth Strategies | Mobile | AL | 08/2010 | Present |
| Voya Financial Advisors | Mobile | AL | 09/2014 | 05/2020 |
| Voya Financial Advisors | Mobile | AL | 09/2014 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING 05/29/20 2) C2 WEALTH MANAGEMENT LLC, DBA C2 WEALTH STRATEGIES, 2607 DAUPHIN ST, STE A, MOBILE AL, LLC, PRESIDENT, 08/01/10, 40/WK 30/TRADING 3) C2 INSURANCE GROUP, LLC, 2607 DAUPHIN ST, STE A, MOBILE, AL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 04/17/17, NIR, 20/WK 10/TRADING 4) AUGUSTA EVANS SPECIAL NEEDS FOUNDATION, 6301 BILOXI AVE, MOBILE AL, BOARD MEMBER OF A NON-PUBLIC ENTITY, TREASURER, 10/17/11, 8/YR 0/TRADING 5) USA CHILDREN'S AND WOMEN'S HOSPITAL DEVELOPMENT COUNCIL, 1700 CENTER STREET, MOBILE, AL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 10/01/13, NIR, 8/YR 0/TRADING 6) WESLEY COODY, 2607 DAUPHIN STREET SUITE A MOBILE AL 36606, 09/2023, REFERRAL AGENT, ACCOUNTING AND TAX SERVICES, NIR, 1 HR/MO 1 HR/MO TRADING 7) TRINITY PRESBYTERIAN CHURCH, 545 S MOBILE STREET FAIRHOPE AL 36532, 09/2023, BOARD MEMBER, RELIGIOUS, NIR, 1 HR/MO 0 HR/MO TRADING 8) TRINITY PRESBYTERIAN CHURCH, 545 South Mobile Street, Fairhope AL 36532, United States, 02/01/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO 0 HR/MO TRADING 9) EXCEPTIONAL FOUNDATION, P.O. Box 1267, Fairhope AL 36566, United States, 02/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO 0 HR/MO 10) C2 ACCOUNTING AND TAX, LLC, 2607 Dauphin Street, Suite A, Mobile AL 36606, United States, 02/01/2025, Owner, Tax Services, NIR, 5 HR/MO 0 HR/MO 11) C2 NETWORK HOLDINGS, LLC, 2607 Dauphin Street, Suite A, Mobile, AL 36606, United States, 03/01/2026, Owner, Owner/Partner of a Business Entity, INV REL, 2 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-22 |
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