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Gulf Breeze, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-07-25 |
| FL | RA | APPROVED | 2022-06-23 |
| TX | RA | APPROVED | 2022-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2019 | 08/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2019 | 06/2022 |
| Abilene Preservation League | Abilene | TX | 03/2018 | 07/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2020 | 06/2022 |
| Roberts Family | Cibolo | TX | 07/2012 | 03/2018 |
| Plan For Your Goals, Llc | Gulf Breeze | FL | 03/2022 | Present |
1. RENTAL PROPERTY OWNER, CIBOLO, TX, 10/2016. NIR-12/YR-0/TRADING. 2) SMARTPRO FINANCIAL, 3298 SUMMIT BLVD, STE 32, #200, PENSACOLA, FL, INSURANCE AGENT/SALES, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,07/01/09, NIR, 2/MO-2/TRADING 3) PLAN FOR YOUR GOALS, LLC 5954 EAST BAY BLVD, GULF BREEZE, FL, DBA FOR EXISTING FINANCIAL PLANNING PRACTICE, 03/25/21, INV REL, OWNER, 50 HR/WK- 7/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-02 |
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