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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-02-03 |
Branch Locations
1031 Andrews Hwy. Ste. 330, Midland, TX 79701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mwa Financial Group | Midland | TX | 07/2013 | 12/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2014 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2018 | Present |
| Envision Wealth Management, Llc | Midland | TX | 01/2022 | Present |
1) ENVISION WEALTH MANAGEMENT LLC, 1031 Andrews Hwy Suite 330, Midland TX 79701, United States, 01/01/2022, Agent/Owner, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20 HR/MO - 3 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. 07/22/2013
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-03-29 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-19 |
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