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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2016-02-08 |
Branch Locations
4800 Hampden Lane Suite 200, Bethesda, MD 20814 • United States
5425 Wisconsin Ave. Suite 600, Chevy Chase, MD 20815 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2011 | Present |
1) AHL TAX AND FINANCIAL ADVISORS, 4800 HAMPDEN LANE, SUITE 200, BETHESDA, MD 20814. OWNER SINCE 03/01/10. NOT INVESTMENT RELATED. WORKS 40 A MONTH NONE OF WHICH ARE DURING TRADING HOURS. DUTIES: TAX PREP 2) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 01/01/2012 5) ANDREW LENICH, BETHESDA MD 20814, 01/2024, REFERRALS, REAL ESTATE, NIR, 1 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-20 |
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