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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-02 |
| FL | RA | APPROVED | 2022-06-20 |
Branch Locations
7970 Cooper Creek Blvd, Bradenton, FL 34201 • United States
Lakewood Ranch, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2021 | Present |
| Ramsey Solutions | Franklin | TN | 11/2014 | 03/2021 |
| Flavor Catering | Nashville | TN | 06/2016 | 01/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/mo-80/TRADING. 06/16/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED. 2) SMARTPRO FINANCIAL LLC, 7970 Cooper Creek Blvd, Bradenton FL 34201, 05/2025, Investment Advisor Representative, 1099, INV REL, 180 HR/MO, 160 HR/MO TRADING. 3) FITZMORRIS WEALTH, LLC, Bradenton FL 34202, United States, 04/03/2025, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 170 HR/MO - 140 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-01 |
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