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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-29 |
| CA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED | 2026-04-16 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
Pensacola, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2020 | 04/2026 |
| United States Air Force | Washington | DC | 09/2010 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
1. The Boughton Group LLC, 4524 Bayside Dr., Milton FL 32583, 11/2025, Owner, Owner/partner of a business entity, NIR, 0 HR/MO, 0 HR/MO TRADING 2. Proxy Advisory Group, 877 Ygnacio Valley Rd, Walnut Creek CA 94596, 04/2026, Affiliated Adviser, Networking, NIR, 40 HR/MO, 40 HR/MO TRADING 3. Proxy Financial Corp, 877 Ygnacio Valley Rd., Walnut Creek CA 94596, 04/2026, Insurance affiliation, Insurance/Benefits/Human Resources, NIR, 0 HR/MO, 0 HR/MO TRADING 4. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, Yes, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-21 |
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