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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2018-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2011 | Present |
| Bennett Wealth Management, Llc | St. Albans | VT | 02/2005 | Present |
1) KERRI CHURCHILL, LLC, 154 N MAIN ST ST ALBANS VT, BOARD MEMBER OF PUBLIC ENTITY, 01/2021, INV REL, OWNER DBA, 40 HR/WK 35 HR/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 04/2018, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) BENNETT WEALTH MANAGEMENT LLC, 154 N MAIN ST ST ALBANS VT, 10/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL 100 HR/YR 2 HR/TRADING 4) SHELDON HISTORICAL SOCIETY, 200 BRIDGE ST SHELDON VT, 08/2024, TREASURER, CIVIC, NIR, 4 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-27 |
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