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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-14 |
| NE | RA | APPROVED | 2023-01-04 |
Branch Locations
5801 Mark Street, Papillion, NE 68133-2430 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2022 | Present |
| Mutual Of Omaha | Omaha | NE | 07/1998 | 08/2022 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 01/2023 | Present |
1) STEPHEN AND JOY ABELS - RENTAL PROPERTY/ 845 Elk Trl, Winter Park CO / 10/2022 / OWNER, RENTAL PROPERTY / NIR / 5 HR/MO - 0 HR TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) ESTATE & WEALTH PLANNING, INC, 5801 Mark St, Papillion NE 68133, 03/2023, Investment Advisor Representative, using Trade Name/DBA, NIR, 40 HR/MO - 20 HR/MO TRADING. 4) ESTATE & WEALTH PLANNING, INC, 5801 Mark St, Papillion NE 68133, 03/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 45 HR/MO - 40 HR/MO TRADING. 5) MARK STREET FINANCIAL, 5801 Mark St, Papillion NE 68133, 10/01/2023, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 150 HR/MO - 160 HR/MO TRADING 6) ALIS DEI, 5027 S 174th Ave, Omaha NE 68135, 04/10/2024, Treasurer, Owner/Partner of a Business Entity, INV REL, 1 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
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