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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | 389 Main Street | MA | 01/2020 | Present |
| Texas Corral | Kalamazoo | MI | 01/2015 | 10/2016 |
| Fifth Third | South Haven | MI | 10/2016 | 08/2019 |
| Edward Jones Investments | Holland | MI | 08/2019 | 02/2020 |
| Wealth Foundations | Holland | MI | 02/2020 | Present |
| Cambridge Investment Research, Inc. | Holland | MI | 12/2022 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2025 | Present |
1) MAGICAL MOMENTS VACATIONS, 2447 Tiffin Ave. #196, Findlay OH 45840, START DATE 03/2019, ROLE Agent, NATURE Travel/Transportation Services, NIR, HR/MO 50, HR/MO TRADING 0 2) WEALTH FOUNDATIONS AND CAMBRIDGE, 29 W. 8th St., Suite 230, Holland MI 49423, START DATE 12/2022, ROLE Licensed Office Assistant, NATURE Notary, INV REL, HR/MO 160, HR/MO TRADING 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-07 |
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