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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2010-11-05 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2010 | Present |
1)HPH FINANCIAL CORP - SHAREHOLDER - 2007 - 40HRS A MONTH - FINANCIAL PLANNING & ADVISORY SERVICES - COMP: COMMISSION & FEE FROM NRP. 2)TRILOGY WEALTH ADVISORS, 516 E HIGH ST, BRYAN, OH, 1/2007 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4)TRILOGY WEALTH ADVISORS, 516 E High Street, Bryan OH 43506, United States, 10/29/2010, W2 Employee, Using a Trade Name / DBA, INV REL, 170HR/MO - 130HR/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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