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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-20 |
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
13020 158Th St. N., Jupiter, FL 33478 • United States
Weaverville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Servicetitan | Weaverville | NC | 04/2025 | 12/2025 |
| Unemployed | Weaverville | NC | 02/2025 | 04/2025 |
| Productplan | Weaverville | NC | 09/2021 | 02/2025 |
| Flexera | Asheville | NC | 06/2019 | 09/2021 |
| Risc Networks | Asheville | NC | 07/2018 | 06/2019 |
| Gartner | Fort Myers | FL | 06/2015 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
| Corner Wealth, Llc | Weaverville | FL | 01/2026 | Present |
1. CIRA, 21 Sunset Drive, Weaverville NC 28787, United States, 04/27/2026, Investment Advisor Representative, CIRA Affiliation, Invested Related, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-31 |
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