Mary Elizabeth Gilmore

Current Employers

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-09-18

OH RA
APPROVED

Since 2024-09-18

Branch Locations

Plain City, OH • United States

5930 Wilcox Place, Suite H, Dublin, OH 43016 • 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

Organization	City	State	From	To
Ga Financial Resources	Dublin	OH	09/1998	Present
United Planners' Financial Services	Scottsdale	AZ	06/2014	09/2024
Gilmore Enterprises, Inc. Dba Ga Financial Resources	Plain City	OH	03/1996	Present
Step Up Wealth Management, Llc	Dublin	OH	03/2015	Present
Cambridge Investment Research, Inc.	Fairfield	IA	09/2024	Present
Cambridge Investment Research Advisor, Inc.	Fairfield	IA	09/2024	Present

09/1998 → Present

Ga Financial Resources

Dublin, OH
06/2014 → 09/2024

United Planners' Financial Services

Scottsdale, AZ
03/1996 → Present

Gilmore Enterprises, Inc. Dba Ga Financial Resources

Plain City, OH
03/2015 → Present

Step Up Wealth Management, Llc

Dublin, OH
09/2024 → Present

Cambridge Investment Research, Inc.

Fairfield, IA
09/2024 → Present

Cambridge Investment Research Advisor, Inc.

Fairfield, IA

Previous Registrations

2014-06-25 → 2024-09-19

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

Dublin, OH
2011-04-20 → 2012-11-02

Legend Advisory, Llc

Hilliard, OH

Palm Beach Gardens, FL

Other Businesses

1) GILMORE ENTERPRISES, INC, 9600 Ward Rd., Plain City OH 43064, United States, 03/01/1996 Agent Insurance/Benefits/Human Resources, INV REL, 120/MO - 120 Trading 2) STEP UP WEALTH MANAGEMENT LLC, 5930 Wilcox Place, Suite H, Dublin OH 43016, United States, 03/23/2015, Admin, DBA, INV REL, 0/MO - 0 Trading 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 09/18/2024