Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-04-15
  • TX RA
    APPROVED
    Since 2014-04-15

Branch Locations

6300 Ridglea Pl Ste 801, Fort Worth, TX 76116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 03/2014 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2014 Present
Pivotal Financial Advisors, Llc Fort Worth TX 01/2013 Present
Previous Registrations
  • 2005-09-02 → 2011-01-24
    First Command Brokerage Services, Inc.
    Columbus, MS
    Fort Worth, TX
    Columbus, MS
  • 2005-04-07 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/20/2014 2) PIVOTAL FINANCIAL ADVISORS, 6300 Ridglea Place, Ste 801, Fort Worth TX 76116, United States, 01/22/2026, Investment Advisor Representative, DBA Name, NIR, 120 HR/MO - 100 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-04-04
S63 Uniform Securities Agent State Law Examination 1990-05-25
  • S65 Uniform Investment Adviser Law Examination
    2005-04-04
  • S63 Uniform Securities Agent State Law Examination
    1990-05-25
Other Names
  • Chuck Wade
  • Charles Ray Wade

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor