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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Galax | VA | 11/2008 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2023, IAR AFFILIATION, INV REL, 160 HR/MO 120 HR TRADING 2) WEALTHPLAN FINANCIAL, GALAX VA 24333, 03/2023, IAR, DBA, INV REL, 40 HR/MO 35 HR/MO TRADING 3) FIXED INSURANCE PRODUCTS, GALAX VA 24333, 03/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10 HR/MO 10 HR/MO TRADING 4) WEALTHPLAN STEWARDSHIP PARTNERS, 411 NORTH MAIN STREET GALAX VA, 09/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-18 |
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