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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-13 |
| DE | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2023-06-27 |
| MD | RA | APPROVED | 2009-10-20 |
Branch Locations
4950 Sw 72Nd St., Unit 120, Miami, FL 33155 • United States
10441 Racetrack Rd Unit #1, Berlin, MD 21811 • United States
Selbyville, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2009 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2010 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURNACE COMPANIES. 2)ROCKY MOUNTAIN INSURANCE NETWORK 9200 WEST CROSS DR. STE 600 LITTLETON, CO 80123. BEGAN 08/15/2011 AS INSURANCE AGENT FOR FIXED PRODUCTS. INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. 2 HRS DURING TRADING. 3)COASTAL WEALTH MANAGEMENT, LLC, 10441 RACETRACK RD, BERLIN, MD 21811. BEGAN 10/2012 AS OWNER OF BUSINESS ENTITY USE FOR ALL ASPECTS OF FINANCIAL SERVICES. DEVOTES 50 HR/WK- 50 HR/TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 10/20/2009
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-22 |
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