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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2025-11-25 |
| SC | RA | APPROVED | 2025-06-05 |
Branch Locations
2752 Pleasant Rd., Ste. 108, Ft. Mill, SC 29708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Clock | Boiling Springs | SC | 08/2019 | 04/2021 |
| Bojangles | Boiling Springs | SC | 06/2021 | 01/2022 |
| Delaneys Irish Pub | Spartanburg | SC | 03/2022 | 09/2024 |
| Roto-Rooter | Spartanburg | SC | 12/2024 | 03/2025 |
| Boiling Springs Middle School | Boiling Springs | SC | 05/2015 | 06/2018 |
| Boiling Springs High School | Boiling Springs | SC | 08/2018 | 06/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-04 |
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