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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-08-28 |
Branch Locations
1776 Pleasant Plain Rd, Fairfield, IA 52556 • United States
North Liberty, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Phoenix | AZ | 08/2007 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Keokuk | IA | 09/2017 | 11/2017 |
| Prudential Insurance Company Of America | Dubuque | IA | 11/2018 | 03/2022 |
| Prudential Investment Management Services Llc | Dubuque | IA | 11/2018 | 10/2022 |
| Unemployed | Warsaw | IL | 11/2017 | 05/2018 |
| Unemployed | Johnston | IA | 05/2018 | 11/2018 |
| Empower | Dubuque | IA | 04/2022 | 10/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 08/2023 | Present |
1) YOUTUBE CHANNEL, 2315 Landon Rd, APT 211, North Liberty IA 52317, 02/2024, Owner, Author/Educator/Podcast/Speaker, NIR, 20 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-26 |
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