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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-05 |
| MN | RA | APPROVED | 2013-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2012 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2012 | Present |
1.LIFETIME FITNESS/WHITE BEAR LAKE/EMPLOYEE/NON INVESTMENT RELATED/PERSONAL TRAINER/STARTED 11/2002 DEVOTES 40 HOURS PER MONTH 2.INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2.WEALTHSTORY ADVISORY LLC, 1054 CENTERVILLE CIRCLE, VADNAIS HEIGHTS, MN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/01/05, INV REL, 5/WK- 1/TRADING 3.WEALTHSTORY ADVISOR, LLC, 1054 CENTERVILLE CIRCLE, VADNAIS HEIGHTS, MN, FINANCIAL PLANNING DBA FOR WEALTHSTORY ADVISORY, 10/01/18, INV EL, OWNER/MANAGER, 10/YR- 0/TRADING 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 01/03/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-14 |
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