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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-17 |
| FL | RA | APPROVED | 2021-06-07 |
Branch Locations
2025 Lakewood Ranch Blvd., Ste. 102, Bradenton, FL 34211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2019 | Present |
| Gulf Coast Vision Center | Pensacola | FL | 06/2017 | 05/2018 |
| The Home Depot | Pensacola | FL | 05/2016 | 06/2017 |
| University Of West Florida | Pensacola | FL | 08/2017 | Present |
| Pensacola State College | Pensacola | FL | 08/2015 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2021, AS ADVISORY REP OF A RIA. IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE, INV REL, 80 HR/MO 80 HR/TRADING 2) FREEDOM FINANCIAL, 2025 LAKEWOOD RANCH BLVD UNIT 102 BRADENTON FL, 11/2022, IAR, DBA, INV REL, 160 HR/MO 130 HR TRADING 3) INSURANCE AGENT, 2025 LAKEWOOD RANCH BLVD UNIT 102 BRADENTON FL, 10/2024, INDEPENDENT INUSRANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 8 HR/MO 4 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-26 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-22 |
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