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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-04-26 |
Branch Locations
300 North Forest Park Blvd, Suite 101, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | Present |
1) INDEPENDENT INSURANCE AGENT, 412 S NORTHSHORE DR, KNOXVILLE, TN, 4/2016 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 4/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) MONTE MILLER IN PARTNERSHIP WITH SHAFER INSURANCE,300 N Forest Park Blvd, Ste 101, KNOXVILLE TN 37919, United States,03/29/2022, property and casualty insurance, Referrals, NIR, 8 HR/MO - 4 HR/MO TRADING 4) CRESTPOINT WEALTH MANAGEMENT, LLC, 300 N FOREST PARK BLVD STE 101, KNOXVILLE TN 37919, 04/2016, CEO, SECURITIES DBA, INV REL, 160 HR/MO 160 HR/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-27 |
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