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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-09 |
Branch Locations
1550 Parkside Dr., Ste 260, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2021 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | Present |
| Fillgood.cO | Albany | CA | 05/2018 | 06/2021 |
| Freshfarm | Washington | DC | 07/2021 | 08/2021 |
| Athleta | Walnut Creek | CA | 05/2018 | 01/2019 |
| Scripps College | Claremont | CA | 08/2017 | 05/2021 |
| Lamorinda Soccer Club | Moraga | CA | 08/2015 | 06/2017 |
| Miramonte High School | Orinda | CA | 08/2014 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/09/2024 2) INTERSECT FINANCIAL, LLC, 1550 Parkside Dr, Suite 260, Walnut Creek CA 94596, United States, 11/2025, W2 Employee, Author/Educator/Podcast/Speaker, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-28 |
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