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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-11-16 |
Branch Locations
950 W University Dr. Ste. 103, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Dearborn | MI | 04/2010 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1) INDEPENDENT INSURANCE AGENT, 950 W UNIVERSITY DR STE 103 ROCHESTER MI 48307, 11/2018, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MONTH 0 HR/MONTH TRADING 2) SUMMIT WEALTH MANAGEMENT INC, 950 W UNIVERSITY DR STE 103 ROCHESTER MI 48307, 4/2010, AS PRESIDENT/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL, 160 HR/MO 160 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-18 |
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