Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-04-04
  • OR RA
    APPROVED
    Since 2023-04-04

Branch Locations

503 Deschutes Ave., Maupin, OR 97037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sunamerica Securities Phoenix AZ 04/2003 03/2023
Sagepoint Financial, Inc. Phoenix AZ 01/2009 03/2023
Cambridge Investment Research, Inc. Fairfield IA 03/2023 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2023 Present
  • 04/2003 → 03/2023
    Sunamerica Securities
    Phoenix, AZ
  • 01/2009 → 03/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 03/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2023 → Present
    Fairfield, IA
Previous Registrations
  • 2005-10-31 → 2023-04-03
    Osaic Services, Inc.
    Maupin, OR
    Phoenix, AZ
    Vancouver, WA
  • 2000-12-06 → 2003-04-02
    Waddell & Reed
    Portland, OR
Other Businesses

1) SHORTTAIL FARM, Maupin OR 97037, 01/2013, Owner, Farm, NIR, 5 HR/MO - 0 HR/MO TRADING. 2) ANDREW LEWIS-INSURANCE, 503 Deschutes Ave., Maupin OR 97037, 04/2004, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO - 5 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 4) LAND LEASE, 78451 Walters Rd, Maupin OR 97037, United States, 05/07/2024, Owner, Real Estate, NIR, 0 HR/MO - 0 HR/MO TRADING 5) MAGELLAN HEALTH (MAGELLAN FEDERAL), 78451 Walters Rd. Maupin OR 97037, 02/2026, Financial education for military members, Teaching/Education, NIR, 15 HR/MO, 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-03
S63 Uniform Securities Agent State Law Examination 1992-10-16
  • S65 Uniform Investment Adviser Law Examination
    2000-11-03
  • S63 Uniform Securities Agent State Law Examination
    1992-10-16
Designations
Other Names
  • Andrew Morgan Lewis

View on SEC IAPD

More in Maupin, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor