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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-09 |
Branch Locations
263 Regency Ridge Dr., Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | Present |
1)PREFERRED PLANNING ASSOCATES 3080 ACKERMAN BLVD. STE 210 KETTERING, OH 45429. BEGAN 6/4/2012 AS NOTARY. NOT INVESTMENT RELATED. DEVOTES 1 HR/MNTH. 1 HOURS DURING TRADING. 2)PREFERRED PLANNING ASSOCATES 3080 ACKERMAN BLVD. STE 210 KETTERING, OH, 8/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 1 HR/WK - 1/TRADING. 3)RENTAL PROPERTY OWNER, TROY, OH, 09/2019. NIR-2/MO-0/TRADING. 4)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 01/09/20 SEE EMPLOYMENT FOR START DATE. 5)PREFERRED PLANNING ASSOCIATES, 263 Regency Ridge Dr., Centerville OH 45459, United States, 08/26/2024, Investment Advisor Representative, Using a Trade Name / DBA, INV REL, 300 HR/MO - 140HR/TRADING 6)FEATHERSTONE, S. DE R.L. DE C.V., 655 Valley Ridge Ct, Troy OH 45373, 05/29/2026, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO – 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-31 |
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