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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-20 |
| AL | RA | APPROVED | 2017-03-24 |
Branch Locations
3535 Grandview Parkway Suite 400, Birmingham, AL 35243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 08/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | Present |
1) GREYSTONE CAPITAL MANAGEMENT INC, 3535 GRANDVIEW PARKWAY, STE 400, BIRMINGHAM, AL, 10/01/2012 AS PRESIDENT/OWNER- S-CORP FOR LIABILITY PURPOSES. INV REL - 5 HR/MO, 5 HR/TRADING. 2) GREYSTONE CAPITAL MANAGEMENT, 3535 GRANDVIEW PARKWAY, STE 400, BIRMINGHAM, AL, TRUSTEE OF IRREVOCABLE TRUST FOR JEFFREY PORPHY, 8/19/2014. INV REL - 2 HR/YR - 0/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 35/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) STEVEN R KAHN, 3535 GRANDVIEW PARKWAY, STE 400, BIRMINGHAM, AL, EXECUTOR TO WILL, 12/01/14, NIR, 0/MO- 0/TRADING 5) GREYSTONE CAPITAL MANAGEMENT, 3535 GRANDVIEW PARKWAY, STE 400, BIRMINGHAM, AL, DBA PRESIDENT, 03/02/17, INV REL,40/WK- 35/TRADING 6) STEVEN KAHN, 3535 Grandview Pkwy, Suite 400, Birmingham AL 35243, United States, 01/2015, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, HR/MO: 1, HR/MO Trading: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
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