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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-15 |
| NC | RA | APPROVED | 2024-10-15 |
Branch Locations
1835 Dixie Hwy. Ste. 101, Flossmoor, IL 60422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Brevard | NC | 08/2020 | 07/2023 |
| Unemployed | Brevard | NC | 03/2020 | 08/2020 |
| Sycamore Cycles | Brevard | NC | 03/2020 | 03/2020 |
| Bicyclespace | Washington Dc | DC | 04/2016 | 02/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
| American Forest Foundation | Washington | DC | 07/2023 | 08/2025 |
| Heartland Investment Usa, Inc. | Flossmoor | IL | 10/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 10/16/2024 2) Heartland Investment USA, 1835 Dixie Highway, Flossmoor, IL 60422, 04/2026, W2 Employee, DBA Name, INV REL, 160 HR/MO, 150 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-01 |
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