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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-24 |
| OH | RA | APPROVED | 2023-04-24 |
Branch Locations
8044 Montgomery Road, Suite 265, Cincinnati, OH 45236 • United States
Batavia, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Cincinnati | OH | 01/2001 | 04/2023 |
| Lincoln National Life | Covington | KY | 01/2001 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2023 | Present |
1) FLORES AND FORTIN PLANNING GROUP, 8044 Montgomery Rd, Ste 265, Cincinnati OH 45236, 04/2023, Owner, Partner in Business Entity, NIR, 1 HR/ MO - 0 HR/MO TRADING. 2) THREE CORNERS CAPITAL, Cincinnati OH 45236, 04/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 4 HR/MO - 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-03-25 |
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