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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Houston | TX | 03/2009 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2016 | Present |
1) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 40/WEEK 40/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 2) INDEPENDENT INSURANCE AGENT THAT SELLS AND SERVICES HEALTH AND LIFE INSURANCE, HOUSTON TX. 08/17/1992, EXECUTIVE VICE PRESIDENT. INVESTMENT RELATED, 5/WEEKLY, 1/TRADE. 3) SYNERGY WEALTH MANAGEMENT, 950 echo lane 370, Houston TX 77024, United States, 07/07/2025, Agent, Marketing, INV REL, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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