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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-15 |
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
415 S. Sharon Amity Rd. Suite B , Charlotte, NC 28211 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services Inc | Charlotte | NC | 03/2025 | 02/2026 |
| Unemployment | Charlotte | NC | 07/2024 | 03/2025 |
| Filmtrack Inc | Charlotte | NC | 08/2022 | 07/2024 |
| Signature Consultants | Charlotte | NC | 12/2021 | 08/2022 |
| Unemployment | Charlotte | NC | 07/2021 | 12/2021 |
| Tikamobile Inc. | Charlotte | NC | 07/2020 | 07/2021 |
| Ernst & Young Llp | Charlotte | NC | 02/2018 | 07/2020 |
| Kpmg Llp | Charlotte | NC | 08/2013 | 01/2018 |
| National Life Group | Charlotte | NC | 03/2025 | 02/2026 |
| Massmutual Life Insurance Co | Charlotte | NC | 02/2026 | 06/2026 |
| Mml Investors Services, Llc | Charlotte | NC | 02/2026 | 06/2026 |
| Cambridge Investment Research, Inc. | Charlotte | NC | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Charlotte | NC | 06/2026 | Present |
1. ENSEMBLE TAX AND ACCOUNTING, LLC, 415 S Sharon Amity Rd Suite B Charlotte NC 28211 United States, 06/15/2026, Agent, Accounting/Bookkeeping/Payroll Services, NIR, 10 HR/MO - 10 HR/MO TRADING 2. ENSEMBLE FINANCIAL STRATEGIES, 415 S. Sharon Amity Rd. Suite B Charlotte NC 28211 United States, 06/15/2026, Agent, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 130 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Rd Suite 100 Fairfield IA 52556 United States, 06/15/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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