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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-26 |
| SC | RA | APPROVED | 2022-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2021 | Present |
| Greenville Technical College | Greenville | SC | 08/2015 | 05/2017 |
| North Greenville University | Tigerville | SC | 08/2017 | 05/2019 |
| Autozone | Greenville | SC | 08/2016 | 04/2018 |
| Turnkey Financial | Greer | SC | 04/2018 | 05/2019 |
| Shellpoint Mortgage Servicing | Greenville | SC | 05/2019 | 05/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | Present |
1) Joseph Macias, Agent, 32 N Main Street, Ste 102, Belmont, NC, 06/01/2021 5 Hr/ Mo- 1 trading hr. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 2) TurnKey Financial, Bookkeeping, 302 Trade St. Suite #A3, Greer, SC, 01/30/2023, 96 Hr/MO, 72 Hr/MO Trading, Accounting/Bookkeeping/Payroll Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
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