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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| FL | RA | APPROVED | 2023-10-03 |
Branch Locations
2025 Lakewood Ranch Blvd., Ste. 102, Bradenton, FL 34211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2019 | Present |
| Costco Wholesale | Nampa | ID | 10/2014 | Present |
| Resolve Property Solutions | Nampa | ID | 06/2017 | Present |
| The Wall Doctor | Nampa | ID | 01/2015 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2021 | Present |
1) COSTCO WHOLESALE CORPORATION, 805 LIGHTHOUSE DR, BRADENTON, FL 34211, 12/2023, W2 EMPLOYEE, NIR, 160 HR/MO - 12 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 03/22/21 3) FREEDOM FINANCIAL PLANNERS, 2025 LAKEWOOD RANCH BLVE, UNIT 201, BRADENTON, FL 34211, 11/2023, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 4) JACOB WILLIAMS, 1654 Boxleaf Ln, Bradenton FL 34211, 07/2025, Insurance Agent, Insurance/Benefits/Human Resources, NIR, 15 HR/MO, 15 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-10 |
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