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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-05-10 |
| TX | RA | APPROVED_RES | 2016-05-06 |
Branch Locations
2337 Stonebridge Drive Bldg F, Flint, MI 48532 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Complete Financial Planning (Dba) | Flint | MI | 03/1991 | Present |
| 2337 Stone Bridge Llc | Flint | MD | 01/2006 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2016 | Present |
1.Stonebridge Office Park Condo Assoc., 2337 Stonebridge Dr., Flint, MI 48532, president since 9/1/10, non-investment related, 2 hours monthly, .5 hours during trading. 2.Fixed Insurance, 2337 Stonebridge Dr., Flint, MI 48532, sale of fixed insurance since 4/1/91, non-investment related, 2 hR/MO - 2/trading. 3.2337 STONEBRIDGE LLC, 2337 Stonebridge Dr., Flint, MI 48532, OWNING member since 9/1/01, non-investment related, 1 hour yearly, none during trading. 4.W.C. WRIGHT & ASSOC:Complete Financial Planning, 2337 Stonebridge Dr., Flint, MI, 3/1991 AS PART-OWNER. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 12 HR/YR - 1/TRADING. 5.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 5/2016 AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 20/TRADING. 6. KHW & ASSOC., 4039 Mitchell Drive, Flint MI 48506, United States, START DATE: 09/01/2021, Owner, It's a personal business for tax purposes, INV REL, 1 HR/MO - 1 HR/MO TRADING 7. BANANA BOAT DAVISON RD LLC, 3826 Davison Rd, Flint MI 48506, United States, START DATE 01/2026, Consultant/Signer, Food/Beverage Services, NIR, HR/MO 12, HR/MO TRADING 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-15 |
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