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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 01/2018 | 05/2019 |
| Northwestern Mutual Investment Services Llc | Irvine | CA | 02/2022 | 09/2022 |
| Thrivent Advisor Network | Ontario | CA | 02/2023 | 11/2023 |
| Brett Bissell | Irvine | CA | 01/2022 | 09/2022 |
| Prudential | Los Angeles | CA | 08/2020 | 12/2021 |
| Good Kingdom Group | Los Angeles | CA | 06/2019 | 08/2020 |
| Thrivent | St Petersburg | FL | 03/2012 | 01/2018 |
| Self Employed | Hawthorne | CA | 10/2022 | 01/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2023 | 11/2023 |
| Northwestern Mutual Investment Services Llc | Manhattan Bch | CA | 11/2023 | 12/2023 |
| Robert Grimm | Irvine | CA | 12/2021 | 09/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2023 | 10/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | El Segundo, | CA | 10/2024 | 10/2025 |
| Bank Of America, N.A. | El Segundo | CA | 11/2024 | 10/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
1) CIRA, 1776 Pleasant Plain Rd, Fairfield, IA 52556, 11/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING 2) ENJOY FINANCIAL, 100 W Broadway, Suite 500, Glendale CA 91210, United States, 05/2026, Agent, DBA Name, NIR, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-23 |
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