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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-06-14 |
| TX | RA | APPROVED | 2019-10-17 |
| NC | RA | APPROVED | 2019-09-23 |
Branch Locations
102 Renaissance Circle, Mauldin, SC 29662 • United States
331 Alcove Rd. Ste. 200, Mooresville, NC 28117 • United States
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
3453 Pelham Rd, Greenville, SC 29615 • United States
Greer, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2019 | Present |
| Trinity United Methodist Church | York | SC | 07/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2019 | Present |
1) JOSHUA BLACKWELDER, GREER, SC, 04/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 6 HR/MO, 6 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 3 HR/MO, 0 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) COVENANT CHURCH, 1013 OLD SPARTANBURG RD, GREER, SC, 01/2023, COMMITTEE MEMBER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO, 0 HR/MO TRADING. 4) SMARTPRO FINANCIAL, 2752 PLEASANT RD, SUITE 108, FORT MILL SC 29708, 04/2024, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-30 |
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