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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2018-02-20 |
Branch Locations
2555 E. Calumet St., Appleton, WI 54915-4748 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Appleton | WI | 04/2005 | 12/2017 |
| Nylife Securities Llc | Appleton | WI | 04/2005 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2017 | Present |
1) Independent Insurance agent for Various Insurance companies. 2555 E. Calumet St Appleton WI 54915. 11/01/2004. Investment related, 6hrs/monthly, 6hrs/ during trading 2) CIRA, 1776 PLEASANT PLAIN, FAIRFIELD, IA, AS ADVISORY REP OF RIA, INVREL, 8HRS/WK, 8HRS/TRADING, SEE EMPLOYMENT HISTORY FOR START DATE. 3) WATERMARK PROPERTIES/CALUMET PROPERTIES, 2555 E CALUMET ST, APPLETON, WI, RENTAL OWNER/VICE PRESIDENT, 10/01/20, NIR, 0/WK- 0/TRADING 4) TBD - Business Name, W2554 Fontana Way, Appleton WI 54915, 02/2026, Owner, Buying and selling sports cards, NIR, 24 HR/MO, 0 HR/MO TRADING 5) WATERMARK PROPERTIES / CALUMET PROPERTIES, 2555 E Calumet St, Appleton, WI 54915, 10/01/2020, Vice President, Real Estate, NIR, 0 HR/MO – 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-03 |
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