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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2018 | 11/2021 |
| The Huntington National Bank | Williamston | MI | 01/2017 | 10/2018 |
| Janus Insurance Agency | Williamston | MI | 04/2016 | 01/2017 |
| Massmutual Financial | Williamston | MI | 06/2016 | 01/2017 |
| Olive Garden | Okemos | MI | 08/2016 | 04/2017 |
| Wealth Strategies Financial Group | Southfield | MI | 11/2021 | 06/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 11/2021 | 06/2022 |
| Securian Financial Services Inc | St Paul | MN | 11/2021 | 06/2022 |
| The Huntington Investment Company | Columbus | OH | 07/2022 | 05/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2026 | Present |
1. KASSA PRIVATE WEALTH, 9557 N 1 Rd, Copemish, MI 49625, United States, 05/2026, Owner, DBA Name, NIR, HR/MO: 160 - HR/MO TRADING: 160 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 05/07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
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