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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-09-12 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Birmingham, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2015 | 09/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2012 | 09/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2016 | 09/2016 |
| Shawn Mccarty Insurance Agency | Fairfield | IA | 09/2016 | 11/2017 |
| State Farm Vp Management Corp. | Fairfield | IA | 11/2016 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2018 | 09/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2018 | 09/2020 |
| Pilot Grove Savings Bank | Fairfield | IA | 12/2017 | 06/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 09/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 09/2022 |
| Unemployed | Birmingham | IA | 09/2020 | 10/2020 |
| Strategic Financial Services | Birmingham | IA | 10/2020 | 09/2022 |
| Lpl Financial Llc | Birmingham | IA | 09/2022 | Present |
1. 09/19/2022 - No Business Name - Investment Related - 220 North Liberty - Real Estate Rental - Start Date - 09.12.2020 - 2 Hours Per Month 2. 09/19/2022 - Revive Entertainment Complex - Not Investment Related - Other - Start Date - 06.07.2022 - 12 Hours Per Month 3. 09/21/2022 - Grace Property Management LLC - Not Investment Related - Home Based - Other - Business Owner - Co-Owner - Start Date - 06.01.2022 - 4 Hours Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-11 |
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