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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-06 |
| MI | RA | APPROVED | 2010-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eastern Michigan University | Ypsilanti | MI | 09/1987 | Present |
| Intergraed Financial Strategies Group | Ann Arbor | MI | 08/1991 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2009 | Present |
1.YPSI BASEBALL PROJECT, 913 PLEASANT DR, YPSILANTI, MI, 1/01/2016 AS DIRECTOR OF NON-PROFIT TO MAINTAIN LOCAL BASEBALL FIELDS. NIR - 8 HR/WK - 0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 9/01/2009 AS ADVISORY REP OF A RIA. INV REL - 50 HR/WK - 25/TRADING. 09/01/09 3. MALMER ASSET MANAGEMENT, INC, 913 PLEASANT DRIVE, YPSILANTI, MI, DBA FOR REGISTERED REP, PRESIDENT, 06/30/09, 1/YR- NO/TRADING 4. CORNER HEALTH CENTER, 47 N. HURON ST, YPSILANTI, MI, BOARD MEMBER OF NON-PUBLIC ENTITY, 02.22.21, NIR, NON-PROFIT HEALTH CARE, 5 HR/WK- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-29 |
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