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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bok Financial Securities, Inc. | Tulsa | OK | 03/2003 | 06/2018 |
| Bokf, Na | Tulsa | OK | 03/2003 | 06/2018 |
| Woodbury Financial Services Inc | Tulsa | OK | 06/2018 | 01/2024 |
| Osaic Wealth, Inc. | Tulsa | OK | 01/2024 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) LEGACY WEALTH MANAGEMENT LLC, 4880 S LEWIS AVE SUITE 100 TULSA OK, 03/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 2) PROVIDENCE WEALTH ADVISORS LLC, 4880 S LEWIS AVE SUITE 100 TULSA OK, 03/2024, OWNER, DBA, NIR, 1 HR/MO 1 HR/MO TRADING 3) PROVIDENCE INSURANCE ADVISORS LLC, 4880 S LEWIS AVE SUITE 100 TULSA OK, 03/2024, W2 EMPLPOYEE, DBA, INV REL, 25 HR/MO 25 HR/MO TRADING 4) LEGACY INSURANCE ADVISORS, 4880 S LEWIS AVE SUITE 100 TULSA OK, 03/2024, AGENT, DBA, INV REL, 25 HR/MO 25 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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