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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-09-08
FL RA APPROVED 2020-11-05
  • TX RA
    APPROVED
    Since 2022-09-08
  • FL RA
    APPROVED
    Since 2020-11-05

Branch Locations

1591 Hayley Lane Ste. 202, Ft Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alliance Financing Grp Fort Myers FL 04/2004 11/2020
Guardian Life Insurance Co Fort Myers FL 01/2005 11/2020
Park Avenue Securities Fort Myers FL 01/2005 11/2020
Cambridge Investment Research, Inc. Fairfield IA 11/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2020 Present
  • 04/2004 → 11/2020
    Alliance Financing Grp
    Fort Myers, FL
  • 01/2005 → 11/2020
    Guardian Life Insurance Co
    Fort Myers, FL
  • 01/2005 → 11/2020
    Park Avenue Securities
    Fort Myers, FL
  • 11/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2020 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1) Everwell Financial, 1591 Hayley Lane, #202, FORT MYERS, FL, 04/01/04, INV REL, 15/WK 3/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 11/2020 3) EVERWELL FINANCIAL, 1591 HAWLEY LANE, #202, FORT MYERS, FL, 11/2020, NIR, OWNER, PASS THROUGHT ENTITY, 2 HR/WK 2/HR/WK 4) DANIELLE LUCHT, 1591 Hayley Ln Ste 202, Fort Myers FL 33907, 01/2023, Agent, 1099 Contractor, NIR, 3 HR/MO 3 HR/MO TRADING 5) THE GIRLS WHO VACATION PROPERLY LLC, 429 E Gulf Drive, Sanibel FL 33957, 05/2025, Owner, Real Estate, NIR, 4 HR/MO, 1 HR/MO TRADING. 6) DANIELLE A LUCHT, 1591 Hayley Lane, Suite 202, Fort Myers FL 33907, 05/2025, Landlord, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING. 7) THE GIRLS WHO VACATION PROPERLY LLC, 429 E Gulf Drive, Sanibel FL 33957, United States, 05/15/2025, Owner, Real Estate, NIR, 4 HR/MO - 1 HR/MO TRADING 8) BEACH GLOW VACATION RENTALS LLC, 9548 River Otter Drive, Fort Myers FL 33912, United States, 07/01/2025, Owner, Real Estate, NIR, 2 HR/MO - 1 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-06-02
S63 Uniform Securities Agent State Law Examination 2006-09-11
  • S66 Uniform Combined State Law Examination
    2009-06-02
  • S63 Uniform Securities Agent State Law Examination
    2006-09-11
Other Names
  • Danielle Annette Yates
  • Danielle Annette Lucht

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