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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-08-18 |
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 |
|---|---|---|---|---|
| Carda Health | Dover | DE | 03/2023 | Present |
| Recora | New York | NY | 09/2021 | 03/2023 |
| Tenet Healthcare | Hardeeville | SC | 04/2020 | 09/2021 |
| Tenet Healthcare | Rock Hill | SC | 08/2018 | 04/2020 |
| Alphagraphics Savannah | Savannah | GA | 01/2009 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-16 |
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