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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-15 |
| TX | RA | APPROVED_RES | 2010-03-11 |
| IL | RA | APPROVED | 2009-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2009 | Present |
1.CAPITAL WEALTH PARTNERS INC, 40 W 191 WILDWOOD DR, AURORA, IL, 5/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 3 HR/WK - 2/TRADING. 2.CAPITAL WEALTH PARTNERS INC, 1939 HENLEY ST , GLENVIEW, IL 60025, COLLEGE FUNDING COUNSELING, PREPARES PLANS FOR A FEE, PLANNER, INVESTMENT RELATED, SINCE 3/19/12, 4 HOURS WEEKLY, NONE DURING TRADING HOURS. 3.PAID SURVEY PARTICIPANT, GLENVIEW, IL, 8/2016. RESPONDING TO INDUSTRY SPECIFIC SURVEYS REGARDING TRENDS, NEW PRODUCTS, ETC. INV REL - 1 HR/MO - 1/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15 HR/WK - 15/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-07 |
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