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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-10 |
| NC | RA | APPROVED | 2025-06-03 |
Branch Locations
77 Mccachern Blvd. Ste. 2, Concord, NC 28025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2018 | 06/2023 |
| Leonard & Associates, Cpa Pllc | Concord | NC | 12/2013 | Present |
| Visionquest Advisors, Llc | Concord | NC | 03/2022 | 12/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. 77 MCCACHERN LLC, 77 McCachern Boulevard Southeast, Ste 1, Concord NC 28025, United States, 04/01/2021, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING 2. MBL CONSULTING LLC, 77 McCachern Boulevard Southeast, Ste 1, Concord NC 28025, United States, 12/28/2021, Owner, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-02 |
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