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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| OH | RA | APPROVED | 2023-11-15 |
Branch Locations
2121 Columbia Rd., Valley City, OH 44280 • United States
Broadview Heights, OH • United States
Columbia Station, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | Present |
| New York Community Bank/ Ohio Savings Bank | Cleveland | OH | 07/2015 | 02/2021 |
| J. Spencer Investments, Inc. | Valley City | OH | 02/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2023 | Present |
1. J. SPENCER INVESTMENTS; DAVID BOLGAR, 2121 Columbia Road, Valley City OH 44070, United States, 01/01/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 10 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-14 |
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