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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-23 |
Branch Locations
4429 Bonney Rd. Suite 450, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co. | Virginia Beach | VA | 03/2006 | Present |
| Lincoln Financial Securities Corporation | Virginia Beach | VA | 12/2015 | 04/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
1)FERDINAND V PEREZ, 4429 BONNEY RD #450, VIRGINIA BEACH, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/01/02, INV REL, 10 HR/WK- 4/TRADING HR. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 04/23/21 3)RETIREMENT PLANNING SOLUTIONS, LLC, 4429 Bonney Rd, Suite 450, Virginia Beach VA 23462, United States, 10/14/2024, Agent, Owner/Partner of a Business Entity, INV REL, 28 HR/MO-28/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-01 |
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