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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-13 |
| TX | RA | APPROVED_RES | 2023-03-06 |
Branch Locations
3540 Toringdon Way Suite 200, Charlotte, NC 28277 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Charlotte | NC | 04/2015 | 03/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1. CARL MYERS / 14406 Myers Mill Ln, Charlotte NC 28277, United States / 03/01/2004 / Owner, Real Estate / NIR / 3 HR/MO - 2 HR/MO TRADING 2. CIRA / 1776 Pleasant Plain Rd, Fairfield IA 52556 / 3/2023 / IAR AFFILIATION / INV REL / 160 HR/MO - 120 HR TRADING 3. WEALTHPLAN FINANCIAL GROUP, 3540 Tooringdon Way, Ste 200, Charlotte NC 28277, United States, 03/01/2023, Agent, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO - 8 HR TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-12 |
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