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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Asset Management | Midlothian | VA | 08/2021 | 06/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2021 | 06/2022 |
| Securian Financial Services Inc | St Paul | MN | 08/2021 | 06/2022 |
| Yellowstone Landscape | Durham | NC | 06/2020 | 09/2020 |
| Mutch Landscaping | Apex | NC | 06/2019 | 09/2019 |
| Publix Supermarkets | Cary | NC | 11/2016 | 08/2017 |
| Randolph-Macon College | Ashland | VA | 09/2017 | 06/2021 |
| Green Hope High School | Cary | VA | 06/2013 | 06/2017 |
| First Citizens Investor Services | Raleigh | NC | 06/2022 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. CONWAY & CO INSURERS, 2914 N Herritage St, Kinston NC 28501, United States, 11/11/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10/MO - 0/Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/01/2024 3. FIXED INSURANCE, 2914 N Herritage St, Kinston NC 28501, United States, 11/13/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL 10/MO - 0/Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-11 |
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