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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-17 |
| OH | RA | APPROVED | 2005-03-28 |
Branch Locations
3611 Socialville Foster Rd. Ste. 102, Mason, OH 45040 • United States
Panama City Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2003 | Present |
| The Financial Planning Center | Fairfield | OH | 02/2003 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1)STEVE SEWARD, 3611 SOCIALVILLE FOSTER RD, STE 102, MASON, OH, 3/01/2003, OWNER/INDEPENDENT, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, - 3HRS/MO - 3HRS/TRADING. 2)LIFEPOINT FINANCIAL SOLUTIONS, 3611 SOCIALVILLE FOSTER RD, STE 102, MASON OH, SINCE 9/01/2009 AS OWNER OF INSURANCE LLC. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, DEVOTES 1 HR/WK - 1 HR/TRADING. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/MO - 10/TRADING. 04/01/05. 4)LIFEPOINT FINANCIAL SOLUTIONS, LLC, 3611 SOCIALVILLE FOSTER RD, 102, MASON OH 45040, 12/2014, OWNER, USING A TRADE NAME/DBA, INV REL, 0 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-29 |
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