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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-08-12 |
Branch Locations
2800 S River Rd Ste 390, Des Plaines, IL 60018 • United States
2800 S River Rd. Ste 390, Des Plaines, IL 60018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oak Brook | IL | 06/2019 | 08/2019 |
| Southern Illinois University Carbondale | Carbondale | IL | 08/2016 | 05/2020 |
| River Street Advisors, Llc | Aurora | IL | 12/2020 | 11/2021 |
| River Street Advisors, Llc | Aurora | IL | 03/2021 | 11/2021 |
| Old Second National Bank | Aurora | IL | 12/2020 | 11/2021 |
| Unemployed | Aurora | IL | 05/2020 | 12/2020 |
| Bmo Direct Invest | Chicago | IL | 11/2021 | 02/2022 |
| Mainstreet Investment Advisors | Chicago | IL | 02/2022 | 12/2022 |
| Calamos Wealth Management Llc | Naperville | IL | 12/2022 | 05/2024 |
| Empower Financial Services, Inc | Greenwood Village | CO | 07/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | 12/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2025 | Present |
1. WEALTHPLANNERS, LLC, 2800 S. River Rd, Suite 390, Des Plaines IL 60018, United States, 08/12/2024, W2 Employee, DBA Name, NIR, 160 HR/MO - 80 HR/MO TRADING 2. CIRA, 2800 S. River Rd, Suite 390, Des Plaines IL 60018, United States, 09/04/2025, Investment Advisor Representative, CIRA Affiliation, NIR, 80 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-05-04 |
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