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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-16 |
| TX | RA | APPROVED | 2020-02-24 |
| FL | RA | APPROVED | 2019-03-26 |
Branch Locations
7027 Old Madison Pike, Nw Ste. 108, Huntsville, AL 35806 • United States
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
Valrico, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2018 | Present |
| Eldercare Counseling Services, Inc. | Spring Hill | FL | 08/2017 | 03/2020 |
| Big Bear Behavioral Health | Maitland | FL | 02/2017 | 03/2020 |
| Families First Of Florida | Lakeland | FL | 09/2016 | 03/2020 |
| Betterhelp/Faithful Counseling/Teencounseling/Regain | Riverview | FL | 01/2016 | 03/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2019 | Present |
1.FORWARD CHURCH, 4532 W KENNEDY BLVD STE 432, TAMPA, FL, 1/2014, AS SERVICE DIRECTOR/PASTOR, NIR -20 HRS/MO, 0HRS/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/18/2019. 3. SMARTPRO FINANCIAL, 6710 PROFESSIONAL PKWY W, SARASOTA, FL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/01/18, INV REL, 4/MO- 0/TRADING 4. MELALEUCA, 2508 BONTERRA BLVD, VALRICO, FL, INTERNET MARKETING EXECUTIVE, NETWORK MARKETING, 08/07/20, NIR, 8/MO- 0/TRADING 5. LIFE INSURANCE, 2508 Bonterra Blvd, Valrico FL 33594, United States, 10/2018, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-11 |
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