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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-13 |
| TX | RA | APPROVED_RES | 2025-06-09 |
| CA | RA | APPROVED | 2025-06-03 |
Branch Locations
320 Seven Springs Way Suite 320, Brentwood, TN 37027 • United States
425 Page Mill Rd. 2Nd Floor, Ste. 200, Palo Alto, CA 94306 • United States
4 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Brentwood | TN | 10/2010 | 04/2021 |
| Aegis Capital Corp | Brentwood | TN | 04/2021 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. VAST WEALTH ADVISORS, 320 Seven Springs Way, Suite 320, Brentwood TN 37027, United States, 04/19/2021, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CRUMP, 6075 Poplar Avenue Suite 400 Memphis, TN 38119, Suite 400, Memphis TN 38119, United States, 06/02/2025, Wealth Advisor, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 3. PARTNERS FINANCIAL, 1250 S. Capital of Texas Hwy, #600, Austin TX 78746, United States, 06/02/2025, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 40 HR/MO - 2 HR/MO TRADING 4. PARTNERS FINANCIAL ADVISORY BOARD, 1250 Capital of TX Hwy S. Building 2, Suite 600, Austin TX 78746, United States, 12/05/2023, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 1 HR/MO TRADING 5. VAST MEDICAL, 320 Seven Springs Way, Suite 320, Brentwood TN 37027, United States, 06/02/2025, President, Collect and store medical data, NIR, 1 HR/MO - 1 HR/MO TRADING 6. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 06/2025 7. JESSICA JUNG, 1212 Laurel St, Apt 705, Nashville TN 37203-4097, United States, 07/21/2025, Referrals, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-14 |
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