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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-21 |
| IN | RA | APPROVED | 2017-01-27 |
Branch Locations
504 East Terrace Bay Court, Monticello, IN 47960 • United States
1330 Win Hentschel Blvd. Ste. 204, West Lafayette, IN 47906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Monticello | IN | 01/1999 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
1.PUBLIC NOTARY, 915 W FISHER ST, STE B, MONTICELLO, IN, 5/2005. NIR - 2/YR - 2/TRADING. 2.DOLD FINANCIAL GROUP, 915 W FISHER ST, STE B, MONTICELLO, IN, 1/2006 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.LAFAYETTE ADULT RESOURCE ACADEMY, 1100 Elizabeth St, Suite 3, Lafayette IN 47904, 11/2024, Board Member, Volunteer, NIR, 1 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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