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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-15 |
| TX | RA | APPROVED_RES | 2022-03-17 |
| MI | RA | APPROVED | 2022-03-16 |
Branch Locations
45656 Village Blvd, Shelby Township, MI 48315 • United States
Macomb, MI • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shelby Township | MI | 09/2009 | 03/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | Present |
1) PROVISION FINANCIAL, 45656 VILLAGE BLVD SHELBY TWP MI 48315, OWNER, DBA, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 2) INSURANCE, 01/2022, 45656 VILLAGE BLVD SHELBY TWP MI 48315, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MONTH 1 HR/MONTH TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 03/16/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-07 |
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