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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-08 |
| FL | RA | APPROVED | 2020-11-05 |
Branch Locations
1591 Hayley Lane Ste. 202, Ft Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-11 |
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