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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-05-01 |
Branch Locations
13863 W Meadowdale Dr. Ste. 100, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Boise | ID | 04/2003 | 07/2018 |
| Wells Fargo Advisors Llc | Boise | ID | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boise | ID | 11/2016 | 07/2018 |
| Lpl Financial | Boise | ID | 08/2018 | 05/2025 |
| Zions Wealth Advisors | Boise | ID | 08/2018 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 5/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-18 |
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