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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-11-01 |
Branch Locations
285 Main St., Bellville, OH 44813 • United States
4200 Hoover Rd., Grove City, OH 43123 • United States
4942 Reed Road, Columbus, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Columbus | OH | 01/2011 | 11/2018 |
| Nationwide Securities, Llc | Dublin | OH | 01/2011 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1) INDEPENDENT INSURANCE AGENT, 4942 Reed Rd., Columbus, OH 43220, 1/17/11, THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/WK - 20/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) LOWER LIGHTS MINISTRIES, 1066 BELLOWS AVE, COLUMBUS, OH, 11/2018 AS CHAIRMAN OF THE BOARD. NIR - 5/MO - 0/TRADING. 4) SECURE PATH ADVISORY GROUP, 4930 REED RD, STE 100, COLUMBUS, OH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/01/18, INV REL, 10/WK- 10/TRADING 5) COVENANT FINANCIAL ADVISORS, 4942 Reed Rd., Columbus OH 43220, United States, 06/01/2023, Agent, 1099 Contractor, NIR, 8 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-27 |
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