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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-06-19 |
Branch Locations
191 W Professional Park Ct. Ste. 2, Bowling Green, KY 42104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Planners, Inc. | Decatur | IL | 10/2000 | 06/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
1) INSURANCE AGENT/SALES, 191 W PROFESSIONAL PARK SUITE 2 BOWLING GREEN KY, 06/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 3 HR/MO 4 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/18/2024 3) NEWTON FINANCIAL GROUP, LLC, 191 West Professional Park Court, Suite 2, BOWLING GREEN KY 42104, 02/2004, Investment Advisor Representative, DBA Name, NIR, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-19 |
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