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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-02-13 |
| TX | RA | APPROVED | 2022-08-23 |
| MT | RA | APPROVED | 2021-02-19 |
| FL | RA | APPROVED | 2020-06-03 |
Branch Locations
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
1925 Grand Ave., Billings, MT 59102 • United States
7076 W Birch Point Loop, Brimley, MI 49715 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 01/2009 | 06/2017 |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 09/2017 |
| Manatee River Financial | Sarasota | FL | 06/2017 | 09/2017 |
| Capital Choice Financial Services | Greensboro | GA | 06/2017 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | Present |
1) SmartPro Financial, 6710 PROFESSIONAL PARKWAY W STE 305, Sarasota, FL 34240. 9/15/2017. Owner/AGENT INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/WK-2/TRADING. 2.SMARTVESTOR COUNCIL MEMBER, 1749 MALLORY LN, BRENTWOOD, TN, 4/2017. MEET WITH DAVE RAMSEY'S SMARTVESTOR COUNCIL TO DISCUSS MARKETING IDEAS AND GENERAL INDUSTRY UPDATES. NIR - 8/YR - 0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 06/03/20
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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