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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-04 |
| NC | RA | APPROVED | 2010-02-02 |
Branch Locations
10955 Winds Crossing Drive Suite 100, Charlotte, NC 28273 • United States
Charlotte, NC • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2010 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2010 | Present |
1. BAKER WEALTH MANAGEMENT, 10955 WINDS CROSSING DRIVE, SUITE 100, CHARLOTTE, NC, 1/2010 AS OWNER. INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME - 40 HR/WK- 40/TRADING. 2. 3MB LLC, REAL ESTATE HOLDING COMPANY, CHARLOTTE, NC 28278,OWNER SINCE 9/6/13, 1 HOUR PER MONTH, 1 HOUR DURING TRADING, REAL ESTATE HOLDING COMPANY (FOR THE BUILDING FOR BUSINESS) 3. HSA BANK SALES AGENT, 10955 WINDS CROSSING DR, STE 100, CHARLOTTE, NC, 5/2016 - SETTING UP CLIENTS WITH HEALTH SAVINGS ACCOUNT THROUGH HSA BANK. INV REL - 24 HR/YR - 0/TRADING. 4. BAKER WEALTH MANAGEMENT,10955 WINDS CROSSING DR, #100, CHARLOTTE, NC, 1/2010 AS INDEPENDENT INSURANCE AGENT SELLING TERM LIFE & PERMANENT LIABILITY INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4 HR/MO - 4/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 2/2010 AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. 6. 2JD, 10955 WINDS CROSSING DRIVE, STE 100, CHARLOTTE, NC, REAL ESTATE INVESTING, 06/15/21, NIR, 10 HR/WK- 0/TRADING HR. 7. 2JK LLC, 1100 Main Street, Danville VA 24541, 05/2022, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO Trading 8. 2JD OWNING JC APARTMENTS, 205 Jefferson AvenueDanville, Danville VA 24541, United States, 01/01/2023, Owner, Real Estate, NIR, 4 HR/MO - 2 HR/MO TRADING 9. PIEDMONT BUILDING LLC, 114 N Elm Street, Greensboro NC 27358, United States, 10/25/2024, Owner, Real Estate, NIR, 5/MO - 2/Trading 10. DUDLEY BUILDING, 434 Main St, Danville VA 24541, United States, 07/2025, Owner, Real Estate, NIR, 3 HR/MO, 1 HR/MO TRADING 11. 442 MAIN STREET, 442 Main St, Danville VA 24541, United States, 07/2025, Owner, Real Estate, NIR, 3 HR/MO, 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-23 |
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