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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Murrells Inlet | SC | 06/2025 | Present |
| Blm Group Usa Corporation | Novi | MI | 05/2015 | 06/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2025 | Present |
Self-Employement June 26, 2025 – December 31, 2025: This period was dedicated to preparing for the launch of my financial advisory business. During this time, I focused on obtaining the necessary licensing, developing my communication skills, and building the framework and processes that would serve as the foundation of my business. Beginning January 1, 2026: I officially launched my business with SmartPro Financial and began serving individuals and families by helping them create personalized financial plans and work toward achieving financial peace.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-24 |
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