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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-07-26 |
Branch Locations
880 13Th Ave N, Clinton, IA 52732-5116 • United States
5465 Utica Ridge Road, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2019 | Present |
| Candlelight Inn Restaurants | Clinton | IA | 02/2017 | Present |
| Wide River Winery | Clinton | IA | 10/2016 | 02/2017 |
| Lujack Auto Plaza | Davenport | IA | 09/2015 | 10/2016 |
1. CANDLELIGHT INN RESTAURANTS, 511 RIVERVIEW DR, CLINTON, IA, 10/2013. SUPERVISOR. NIR-6/WK-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 07/26/19 3. ZION LUTHERAN CHURCH, 439 3RD AVE S, CLINTON, IA 52732, 01/2021, PRESIDENT OF BOARD OF DIRECTORS, PRESIDENT OF CHUCH COUNCIL, NIR, 6 HR/MO 0 HR DURING TRADING 4. CLINTON HOUSING AUTHORITY, 215 6TH AVE S, CLINTON, IA 52732, 06/2020, BOARD MEMBER, NIR, 4 HR/MO 2 HR DURING TRADING 5. TRAVIS MOREHEAD; NELSONCORP WEALTH MANAGEMENT, 880 13TH AVE N, CLINTON, IA, 52732, 12/2021, NOTARY, NIR 5 HR/MO 5 HR DURING TRADING 6. Nelsoncorp Wealth Management, 880 13TH AVE N, CLINTON, IA, 52732, 09/04/2023, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-26 |
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