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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-03 |
| OH | RA | APPROVED | 2015-09-17 |
Branch Locations
2225 Marseilles Galion Rd W, Morral, OH 43337-9356 • United States
Marion, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preferred Planning Associates | Morral | OH | 09/2008 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2010 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2015 | Present |
1)HEATHER BUSSEY, 2210 SILVERSPUR DR, MARYSVILLE, OH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURNACE COMPANIES. 01/01/13, NIR, 10 HR/MO- 0/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-2/TRADING. 09/17/15 3) PREFERRED PLANNING ASSOCIATES, 2225 Marseilles-Galion Rd. W., Morral OH 43337, 09/18/2024, Financial Advisor, 1099, NIR, 200 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-15 |
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