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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-20 |
Branch Locations
640 Brooker Creek Rd. Ste. 400, Oldsmar, FL 34677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ocean Prime | Tampa | FL | 02/2016 | Present |
| Axa Advisors | New York | NY | 03/2020 | 06/2020 |
| Axe Heights | New Port Richey | FL | 01/2020 | 09/2020 |
| Equitable Advisors, Llc | New York | NY | 03/2020 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) JORDAN FIORI, 2205 N WESTSHORE BLVD TAMPA FL, 01/2015, SERVER, FOOD SERVICES, NIR, 40 HR/MO 0 HR/MO TRADING 2) ANGLE-LAU WEALTH MANAGEMENT, 640 BROOKER CREEK BLVD SUITE 400 OLDSMAR FL, FINANCIAL ADVISOR, DBA, NIR, 160 HR/MO 160 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2014, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 4) ANGLE-LAU WEALTH MANAGEMENT - CRUMP & ASH BROKERAGE INSURANCE/ANNUITY SERVICES, 640 Brooker Creek Blvd., Suite 400, Oldsmar FL 34677, United States, 07/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 40 HR/MO - 40 HR/MO TRADING. 5) BNI, 1050 Palm Blvd, Dunedin FL 34698, United States, 10/17/2025, Vice President, Networking, NIR, 12 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-08 |
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