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Mark A Nelson

Bridgeport Financial Solutions

Adel, IA

West Des Moines, IA

Cambridge Investment Research Advisors, Inc.

West Des Moines, IA

Adel, IA

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Current Employers
Bridgeport Financial Solutions

2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-06-18
  • IA RA
    APPROVED
    Since 2024-06-18

Branch Locations

Adel, IA • United States

1240 Office Plaza Drive Suite 1240, West Des Moines, IA 50266 • United States

Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-01-05
  • IA RA
    APPROVED
    Since 2022-01-05

Branch Locations

1240 Office Plaza Drive Suite 1240, West Des Moines, IA 50266 • United States

Adel, IA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Global Investors Des Moines IA 08/2014 02/2021
Principal Funds Distributor Des Moines IA 07/2015 02/2021
Cambridge Investment Research Inc. Fairfield IA 12/2021 Present
Cambridge Investment Research Inc. Fairfield IA 01/2022 Present
Cambridge Investment Research Advisors Inc. Fairfield IA 01/2022 Present
Principal Financial Group Des Moines IA 02/2021 12/2021
Bridgeport Financial Solutions Fairfield IA 06/2024 Present
  • 08/2014 → 02/2021
    Principal Global Investors
    Des Moines, IA
  • 07/2015 → 02/2021
    Principal Funds Distributor
    Des Moines, IA
  • 12/2021 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 01/2022 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 01/2022 → Present
    Cambridge Investment Research Advisors Inc.
    Fairfield, IA
  • 02/2021 → 12/2021
    Principal Financial Group
    Des Moines, IA
  • 06/2024 → Present
    Bridgeport Financial Solutions
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-29
  • S66 Uniform Combined State Law Examination
    2008-10-29

View on SEC IAPD

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