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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-06-30 |
Branch Locations
15770 Dallas Pkwy Ste 910, Dallas, TX 75248 • United States
5001 Spring Valley Rd, Ste 850W, Dallas, TX 75248 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 06/2014 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 06/2014 | Present |
1) UNIVERSAL INSURANCE SERVICES. INDEPENDANT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) EVOS FINANCIAL, 15770 Dallas Pkwy Ste 910, Dallas TX 75248, 05/01/2024, Investment Advisor Representative, 1099 Contractor, INV REL, 160 HR/MO, 160 HR/MO TRADING. 4) HEXT WEALTH ADVISORS, 5001 Spring Valley Rd #850w, Dallas TX 75244, 05/01/2023, Investment Advisor Representative, 1099 Contractor, INV REL, 40 HR/MO, 40 HR/MO TRADING. 5) EVOS FINANCIAL, 15770 Dallas Pkwy Ste 910, Dallas TX 75248, 05/2024, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING 6) HEXT WEALTH ADVISORS, 5001 Spring Valley Rd #850w, Dallas TX 75244, 05/2023, Investment Advisor Representative, DBA Name, INV REL, 40 HR/MO, 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-05 |
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