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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| NC | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED_RES | 2025-11-23 |
| CA | RA | APPROVED | 2025-11-14 |
| OH | RA | APPROVED | 2025-11-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2015 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2015 | 11/2025 |
| Osaic Wealth, Inc. | Gahanna | OH | 11/2025 | Present |
1) THE BISHOFF FINANCIAL GROUP INC, 1233 SHAGBARK RD GAHANNA, OH, 6/2000, CEO/PRESIDENT OF SECURITIES DBA. INV REL, 40 HR/WK 8/DAY/TRADING 2) INDEPENDENT INSURANCE AGENT, 1233 SHAGBARK RD GAHANNA, OH, 6/2000 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 40/WK 8/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/16/2015 4) BISHOFF TAX ADVISORS, 1233 SHAGBARK RD GAHANNA OH 43230, 01/2023, OWNER, TAX SERVICE, INV REL, 10 HR/MO 10 HR/MO TRADING 5) BISHOFF TAX ADVISORS (BTA) POSITION: Admin NATURE: DBA of Bishoff Financial INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2020 ADDRESS: 38 Water Lily Way, Coto de Caza CA 92679, United States DESCRIPTION: Liaise between tax team and comprehensive financial planning clients. 6) FIXED INSURANCE (BIA) POSITION: President and CEO NATURE: We provide Fixed Insurance products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/09/2000 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: Recommending fixed insurance product to clients. 7) DBA BISHOFF FINANCIAL (BFG) POSITION: President and CEO NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/09/2000 ADDRESS: 1233 Shagbark Road, Gahanna OH 43230, United States DESCRIPTION: I do the following: I serve clients as a CFP, I manage advisors as the OSJ, I develop new business for the firm, I engage with advisors looking to sell their business, I assess investment strategies that we employ as a firm
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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