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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
| VA | RA | APPROVED | 2023-01-04 |
Branch Locations
6764 Old Mclean Village Ste. 202, Mclean, VA 22101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2021 | 01/2023 |
| Ernst & Young Llp | Mclean | VA | 01/2020 | 07/2021 |
| Spectrum Careers | Mclean | VA | 06/2019 | 12/2019 |
| University Of Virginia | Charlottesville | VA | 07/2015 | 05/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | Present |
1) HIMPLER CONSULTING SERVICES LLC, 2051 N WOODSTOCK ST, APT 201, ARLINGTON, VA, 08/2020, CPA, TAX SERVICES, NIR, 10 HR/MO, 10 HR/MO TRADING. 2) RADIANT TAX ADVISORS INC, 6764 Old McLean Village Dr, McLean, VA 22101, 07/2021, W2 Employee, Tax Services, NIR, 125 HR/MO, 120 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. SEE EMPLOYMENT FOR START DATE. 4) MCLEAN WEALTH PARTNERS, 6764 OLD MCLEAN VILLAGE DR, MCLEAN, VA, 07/2020, IAR, DBA, INV REL, 40 HR/MO, 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-16 |
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