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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-20 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 09/2016 | 09/2022 |
| Unemployed | Danville | CA | 10/2022 | 01/2023 |
| United Planners Financial Services | Scottsdale | AZ | 01/2023 | 06/2025 |
| Courtney Chynces | Walnut Creek | CA | 01/2023 | Present |
| Proxy Freedom | Walnut Creek | CA | 08/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. OAKRIDGE VILLAGE HOA, 10 Oakridge Lane, Danville CA 94506, United States, 09/02/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO - 0 HR/MO TRADING 2. PROXY FREEDOM, 877 Ygnacio Valley Road, Suite 220, Walnut Creek CA 94596, United States, 06/17/2025, IAR, RIA Affiliation, INV REL, 80 HR/MO - 80 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/20/2025 4. PROXY ADVISORY GROUP LLC, 877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596, United States, 02/27/2026, Financial Advisor, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 5. ASH BROKERAGE, 877 Ygnacio Valley Road, Suite 220, Walnut Creek, CA 94596, United States, 02/27/2026, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-30 |
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