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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dowdy Student Stores | Greenville | NC | 11/2015 | 01/2019 |
| Adams & Associates | Bath | NC | 09/2018 | Present |
| East Carolina University | Greenville | NC | 08/2015 | 05/2019 |
| Lincoln Financial Securities Inc | Bath | NC | 11/2019 | 04/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
1) ADAMS & ASSOCIATES, INC, 424 A CATERET ST, BATH, NC, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 03/18/19, INV REL, 8 HR/MO- 1/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO-80/TRADING. 04/23/21 -IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-24 |
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