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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-10 |
| TX | RA | APPROVED | 2024-08-20 |
| DE | RA | APPROVED | 2021-01-04 |
Branch Locations
13955 Tockwogh Lane 190 , Galena, MD 21635 • United States
232 Philadelphia Pike Ste 1, Wilmington, DE 19809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 11/2011 | 01/2017 |
| Securian Financial Services | St. Paul | MN | 11/2011 | 01/2017 |
| Legacy Planning Partners | West Chester | PA | 11/2011 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
1) FORESIGHT SOLUTIONS LLC, 381 BRITTON LAKE RD, THORNTON, PA, 1/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/MO - 20/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) FORESIGHT SOLUTIONS LLC, 381 BRINTON LAKE RD, THORNTON, PA, 01/2019. OWNER, PROVIDING ACCOUNTING SERVICES. NIR-10/MO-2/TRADING. 4) ISAACS & ASSOCIATES, 232 Philadelphia Pike, Suite 1, Wilmington DE 19809, United States, 01/01/2022, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 40 HR/MO - 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-18 |
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