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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Burleson | TX | 05/2015 | 08/2021 |
| Maverick Wealth Management | Burleson | TX | 05/2015 | 08/2021 |
| Advisor Resource Council (Formerly: 360 Wealth Management, Llc) | Dallas | TX | 04/2017 | 08/2021 |
| Kestra Investment Services Llc | Burleson | TX | 08/2021 | 01/2025 |
| Kestra Advisory Services Llc | Burleson | TX | 08/2021 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairifled | IA | 01/2025 | Present |
1) MAVERICK WEALTH MANAGEMENT, 255 Elk Drive, Suite D, Burleson TX 76028, 01/2025, IAR, DBA NAME, INV REL, 160 HR/MO - 160 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 3) MAVERICK WEALTH MANAGEMENT, 255 Elk Drive, Suite D, Burleson TX 76028, 01/2025, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 2006-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-24 |
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