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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2011-11-28 |
Branch Locations
3900 Westerre Pkwy. Ste. 103, Richmond, VA 23233 • United States
Manakin Sabot, VA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canada Life Of America Financial Service | Atlanta | GA | 09/1993 | Present |
| Equity Concepts | Richmond | VA | 10/1992 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2011 | Present |
1) EQUITY CONCEPTS, 22550 GASKINS RD HENRICO VA, 10/1991, MINORITY SHAREHOLDER, INV REL, 5/WK 5/TRADING 2) EFFECITVE MINISTRIES INC, SUPPLY MINISTRIES WITH SUPPORT IN AFRICA, PRESIDENT. NIR, 2550 GASKINS RD RICHMOND VA, CONSULTING, MANAGER, 07/2003, 5 HRS/MONTH 5 HRS/MONTH TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 35/WK 35/TRADING, 11/2011 4) PULSE SWITCH TECH/ TRCC, 3701 TRAYLOR DRIVE RICHMOND VA 23235, BOARD MEMBER, 08/2001, NON-INVESTMENT RELATED, 0 HOURS DURING TRADING. 5) KINGDOM HOLDINGS, 2550 GASKINS ROAD, HENRICO, VA 23238, MANAGING MEMBER, OWNS AND LEASES COMMERCIAL OFFICE SPACE, 8/1/07, NON-INVESTMENT RELATED, 0 HOURS DURING TRADING. 6) LAFAYETTE LIFE INSURANCE COMPANY, 400 BROADWAY CINCINNATI OH 45202, 09/1993 AS AGENT FOR INSURANCE AND VARIABLE ANNUITY SALES. INVESTMENT RELATED. 64 HRS/MNTH. NONE DURING TRADING. 7) CANADA LIFE INSURANCE 1700 LINCOLN STREET, LOWER LEVEL 3 DENVER CO 80274, 09/1993 AS INSURANCE SALES AGENT. INVESTMENT RELATED. DEVOTES 64 HRS/MNTH. NONE DURING TRADING. 8) MY PURPOSE PLAN LLC, 2550 GASKINS ROAD HENRICO VA, OWNER, 09/2021, NIR, 10 HR/MO 3/TRADING HR, We will be creating inspirational material, audio and video content, educational modules and other tools to help individuals visualize and explore their personal life purpose 9) MY PURPOSE PLAN, 16229 IRON HILL DRIVE MONTPELIER VA 23192, 04/2023, OWNER, BUSINESS CONSULTING, NIR, 150 HR/MO 150 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-05 |
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