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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-12 |
Branch Locations
3540 Toringdon Way Suite 200, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | Present |
| On24 | Charlotte | NC | 07/2021 | 02/2022 |
| University Of North Carolina At Charlotte | Charlotte | NC | 07/2018 | 05/2022 |
| Ardrey Kell High School | Charlotte | NC | 08/2014 | 06/2018 |
| Wealthguard Insurance Services, Llc | Charlotte | NC | 03/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2025 | Present |
1) WEALTHGUARD INSURANCE SERVICES, LLC, 3540 TORINGDON WAY, SUITE 200, CHARLOTTE, NC, 03/2022, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10 HR/MO, 8 HR/MO TRADING. 2) WEALTHPLAN FINANCIAL GROUP, LLC, 3540 TORINGTON WAY SUITE 200, CHARLOTTE, NC 28277, 03/2022, W2 EMPLOYEE, FINANCIAL SERVICES, NIR, 120 HR/MO - 80 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-26 |
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