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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2015-09-22 |
Branch Locations
2531 Landmark Drive, Suite 204, Clearwater, FL 33761 • United States
6820 W Linebaugh Ave, Suite 103, Tampa, FL 33625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2015 | Present |
1) TRINITY WEALTH MANAGEMENT, 6912 ARABIAN RD ODESSA FL, 10/2015, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 2 HR/WK 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 0 HRS 3) TURNER AND ASSOCIATES, 6820 WEST LINEBAUGH AVE SUITE 103 TAMPA FL 33625, 04/2022, Equity Partner, Owner/Partner of a Business Entity, NIR, 8 HR/MO 40 HR/MO TRADING 4) TRINITY WEALTH MANAGEMENT, 3903 NORTHDALE BLVD SUITE 100E TAMPA FL 33624, 01/2024, AGENT, LEGAL SERVICES, NIR, 4 HR/MO 0 HR/MO TRADING 5) TRINITY TAX ADVISORS, 2531 Landmark Drive, 204, Clearwater FL 33761, 01/2026, Owner, Tax Services, NIR, 8 HR/MO, 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-12 |
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