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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-24 |
| VA | RA | APPROVED | 2025-01-06 |
Branch Locations
7700 Old Branch Ave., Ste E205, Clinton, MD 20735 • United States
1346 Old Bridge Rd. Ste. 201, Woodbridge, VA 22192 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inov8Ive Financial Solutions Consulting Group | Woodbridge | VA | 04/2010 | Present |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 07/2015 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1. IFS CONSULTING GROUP LLC. NON-INVESTMENT RELATED. DATE OF INCEPTION 07/2014. PRESIDENT. FINANCIAL LITERACY TRAINING. PROVIDE INFORMATION ON HOW TO MANAGE PERSONAL FINANCES AND GENERAL INFORMATION ABOUT SAVINGS AND INVESTMENTS. 16 TOTAL/HRS MONTH . 10HRS/MO DURING SECURITIES TRADING HOURS. 2. WILL POWER ENTERPRISES. NON-INVESTMENT RELATED. DATE OF INCEPTION MARCH 2003. PRESIDENT. RENT/LEASE COMMERCIAL SPACE. 40H TOTAL HRS/MO . 20HRS/MO DURING SECURITY TRADING HOURS. 3. IFS CONSULTING GROUP ,LLC.NON-INVESTMENT RELATED. DATE OF INCEPTION 07/2014. OWNER. MANAGING DAILY OPERATIONS, RESPONSIBLE FOR ALL DECISIONS. HEALTH AND ANCILLARY . BENEFITS ADMINISTRATION. BUSINESS CONSULTING. 20 TOTAL HRS/MO. 20 HRS/MO DURING TRADING HRS. 4. WILL POWER ENTERPRISES INC, LLC, 12721 Darby Brooke Ct, Suite 202, Woodbridge VA 22192, 01/2025, Owner, Commercial office space development and management, NIR, 25 HR/MO, 15 HR/MO TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 6. WILLIAM SMITH, 1346 Old Bridge Rd, Suite 201, Woodbridge VA 22192, United States, 01/14/2025, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO, 10 HR/MO TRADING 7. IFS CONSULTING GROUP, 1346 Old Bridge Rd, Suite 201, Woodbridge VA 22192, 01/2025, Managing Partner, Owner/Partner of a Business Entity, NIR, 20 HR/MO, 20 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-03 |
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