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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
2028 E Ben White Blvd. Ste. 235, Austin, TX 78741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Austin | TX | 02/2015 | 03/2021 |
| Premier Solar Solutions | Austin | TX | 01/2017 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2024 | Present |
| Index Insurance Solutions, Llc | Austin | TX | 04/2021 | 09/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
1. Index Insurance Solutions, LLC, 2028 E BEN WHITE BLVD, STE 235, AUSTIN TX 78741, United States, 04/01/2022, Owner, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING 2. Paragon Jiu Jitsu Academy - Martial Arts Instructor, 6800 West Gate Blvd, Ste 116, Austin TX 78745, United States, 09/23/2024, Instructor, NIR, 20 HR/MO - 20 HR/MO TRADING 3. AFES Instructor, 405 Loop St, Buda TX 78610, United States, 09/26/2024, Instructor, Financial Education Services|Non Profit, NIR, 10 HR/MO - 0 HR/MO TRADING 4. HEBERT FINANCIAL SERVICES, 2028 E Ben White Blvd, Austin TX 78741, United States, 03/20/2025, Financial Advisor and Insurance Agent, Financial Services, IR, 100 HR/MO - 100 HR/MO TRADING 5. M&M SUBMISSION GRAPPLING ENTERPRISES LLC, 516 E Slaughter Ln 3404, Austin TX 78741, United States, 04/01/2025, Co-Owner, Sport/Fitness/Gaming, NIR, 0 HR/MO - 0 HR/MO TRADING 6. 4M FINANCIAL, 2028 E Ben White Blvd, Suite 235, Austin TX 78741, United States, 07/21/2025, Investment Advisor Representative, Financial Services, IR, 40 HR/MO - 100 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
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