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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED_RES | 2016-08-18 |
| OH | RA | APPROVED | 2010-10-29 |
Branch Locations
516 E High St, Bryan, OH 43506 • United States
211 E Maumee St., Angola, IN 46703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2010 | Present |
1) HPH FINANCIAL CORP, BRYAN OH, MEMBER, 01/2007, HOLDING COMPANY FOR TRILOGY WEALTH ADVISORS, NIR, 30 HR/WK 6 HR/TRADING 2) HPH HOLDING LLC, 516 E HIGH ST BRYAN OH, 01/2007, OWNING MEMBER, REAL ESTATE HOLDING COMPANY, NIR, 0 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2010 AS ADVISORY REP OF A RIA. INV REL, 20 HR/WK 3/TRADING, 01/2007 4) TRILOGY WEALTH ADVISORS, 516 E HIGH ST BRYAN OH, 01/2007, AS INDEPENDENT INSURANCE AGENT SELLING LIFE, DISABILITY, & LTC INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 5 HR/WK .5/TRADING 5) JILL R POWERS, 211 E MAUMEE SUITE 101 ANGOLA IN, 12/2021, NOTARY, NIR, 1/HR MO, 1/HR MO TRADING 6) JILL R POWERS, FT WAYNE IN 46845, 12/2023, VOLLEYBALL OFFICIAL, 1099 CONTRACT, NIR, 10/HR MO 0/HR MO TRADING 7) TRILOGY WEALTH ADVISORS, 516 E HIGH ST BRYAN OH, 10/2010, PRESIDENT, DBA, INV REL, 170 HR/MO 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-11 |
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