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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-07 |
Branch Locations
255 Executive Drive, Suite 102, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
| Ibn Financial | Plainview | NY | 08/2014 | 05/2025 |
1) LG WEALTH MANAGEMENT LLC, 255 Executive Dr, Suite 102, Plainview NY 11803, 05/2025, Financial Advisor who does approx. 10% insurance, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-14 |
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