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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-07-21 |
| TX | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chase Bank | Edmond | OK | 01/2018 | 06/2018 |
| Cookson Bend Marina | Cookson Oklahoma | OK | 05/2014 | 08/2017 |
| Cabelas | Oklahoma City | OK | 08/2016 | 12/2016 |
| Unemployeed | Edmond | OK | 09/2017 | 12/2017 |
| Voya Financial Advisors, Inc. | Edmond | OK | 07/2018 | 09/2020 |
| Securities America, Inc. | Edmond | OK | 09/2020 | 06/2024 |
| Securities America Advisors | Edmond | OK | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Edmond | OK | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Edmond | OK | 06/2024 | 07/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2025 | Present |
1. D&R TAHLEQUAH, 20076 E Taylor Dr., Tahlequah OK 73034, United States, 07/10/2025, Rental Property, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 2. RED ROCK FAMILY FARMS, LLC, 410 N Magnolia St, Crescent OK 73034, United States, 01/01/2022, Owner, Agriculture, NIR, 2 HR/MO - 1 HR/MO TRADING 3. FRONTPOINT WEALTH MANAGEMENT, LLC, 30 E Campbell St. Ste 260, Edmond OK 73034, United States, 07/10/2025, Agent, Insurance/Benefits/Human Resources, NIR, 3 HR/MO - 3 HR/MO TRADING 4. FRONTPOINT CFO SERVICES, 410 N Magnolia St, Crescent OK 73028, United States, 01/01/2025, Owner, Consulting/Coaching, NIR, 5 HR/MO - 3 HR/MO TRADING 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 07/2025, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
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