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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-15 |
Branch Locations
16775 Addison Road Suite 500, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stancorp Investment Advisers, Inc. | Plano | TX | 05/2016 | 09/2017 |
| Adp Llc | Houston | TX | 09/2017 | 02/2019 |
| Adp Broker Dealer Inc | Houston | TX | 09/2017 | 02/2019 |
| The Prudential Insurance Company Of America | Irving | TX | 02/2019 | 12/2019 |
| Pruco Securities, Llc | Irving | TX | 02/2019 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 12/2019 | 10/2021 |
| Planwise Financial Group | Austin | TX | 12/2019 | 02/2024 |
| Lpl Financial Llc | Austin | TX | 10/2021 | 02/2024 |
| Global Retirement Partners, Llc | Austin | TX | 10/2021 | 02/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 02/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2024 | Present |
1) INSURANCE AGENT, 16775 ADDISON ROAD SUITE 500 ADDISON TX, 02/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 10 HR/MO 10 HR/MO TRADING 2) PK RETIREMENT, 16775 ADDISON ROAD SUITE 500 ADDISON TX, 02/2024, EMPLOYEE, DBA, INV REL, 180 HR/MO 180 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2024. AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
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