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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-01 |
| VA | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Galax | VA | 11/2008 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1) LYNN H FUNK, 411 MAIN ST GALAX VA, 01/2023, PUBLIC NOTARY, CIVIC, NIR, 1 HR/MO 1 HR TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 03/2023, IAR AFFILIATION, INV REL, 160 HR/MO 120 HR TRADING 3) WEALTHPLAN STEWARDSHIP PARTNERS, 411 MAIN ST GALAX VA, 01/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 40 HR/MO 40 HR/MO TRADING 4) WEALTHPLAN FINANCIAL, 411 MAIN ST GALAX VA, 09/2024, IAR, DBA, INV REL, 40 HR/MO 35 HR/MO TRADING 5) INSURANCE, 411 MAIN ST GALAX VA, 09/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 6) NACFC-NATIONAL ASSOCIATION OF CHRISTIAN FINANCIAL CONSULTANTS, 275 Hess Blvd, Lancaster PA 17601, United States, 08/2025, BOARD MEMBER, NIR, 4 HR/MO - 4 HR/MO TRADING. 7) WOMEN OF FAITH RESOURCE NETWORK, 22 Union St N, Ste 111, Concord NC 28025, United States, 06/20/2026, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 10 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-08 |
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