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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-04 |
Branch Locations
7284 W Palmetto Park Rd. Ste 202-S, Boca Raton, FL 33433 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Boca Raton | FL | 10/2009 | 10/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2019 | 03/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2019 | 03/2021 |
| Ubs Financial Services, Inc. | Boca Raton | FL | 03/2021 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
| Medical Leave Of Absence | Boynton Beach | FL | 10/2023 | 09/2024 |
1. BEITLER FINANCIAL GROUP, 7284 WEST PALMETTO PARK ROAD, SUITE 202-S, BOCA RATON FL 33433, United States, 10/18/2011, Owner, S-Corp for Tax and Legal liability protection for owners, NIR 1/MO 0/MO Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/04/2024 3. KATHLEEN BRIGITTE REEVES, 7284 West Palmetto Park Road, Suite 202S, Boca Raton FL 33433, United States, 11/01/2024, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-18 |
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