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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| MI | RA | APPROVED | 2023-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2021 | 01/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | Present |
| Chinn Chinn | Mattawan | MI | 10/2013 | Present |
| Pfizer | Portage | MI | 08/2017 | 03/2021 |
| Beckwith Financial Services | Kalamazoo | MI | 05/2021 | Present |
| Harleys House | Cassopolis | MI | 05/2016 | 05/2017 |
| Main St Pub | Vicksburg | MI | 03/2021 | 08/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | Present |
1. BECKWITH FINANCIAL SERVICES, INC, 700 Mall Drive, Ste. C, Portage MI 49024, 05/10/2021, W2 Employee, Employee (receive a W-2), NIR, 80 HR/MO - 80 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3. BEYOND FINANCIAL PLANNING, 700 Mall Dr., Ste. C, Portage MI 49024, United States, 01/23/2023, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-06 |
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