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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-22 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
230 Main Street, Bellville, OH 44813 • United States
323 Lenox Avenue, Mansfield, OH 44906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc. | Greensburg | PA | 07/2017 | 11/2018 |
| Trustmont Advisory Group, Inc. | Greensburg | PA | 07/2017 | 11/2018 |
| Invicta Capital Llc | Monroeville | PA | 11/2018 | 08/2024 |
| Invicta Advisors Llc | Monroeville | PA | 11/2018 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
| Princor Financial Services Corporation | Des Moines | IA | 07/1994 | 07/2017 |
| Principal Mutual Life Insurance | Des Moines | IA | 01/1994 | 07/2017 |
1) ASHLAND UNIVERSITY FASTBREAK CLUB, 401 College Avenue, Ashland OH 44805, 08/15/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) ASHLAND UNIVERSITY GIVING CLUB, 410 College Ave., Ashland OH 44805, 08/15/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) REVOCABLE TRUST OF REX W. LINKENBACH, 1592 Bridgewater Way S, Mansfield OH 44906-3577, 08/01/2024, Trustee of the Amended & Restated Revocable Trust of Rex W. Linkenbach. Residential/Commercial/Farm Land Real Estate Management, Real Estate, NIR, 1 HR/MO, 1 HR/MO TRADING. 4) ESB 401(K), 323 Lenox Ave., Mansfield OH 44906, 08/01/2024, Agent, Administrative, NIR, 1 HR/MO, 1 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 8/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING 6) ESB W&I, 111 Park Ave. East, POB 636, Mansfield OH 44901-0636, United States, 01/01/2025, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-10-17 |
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