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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-04 |
Branch Locations
15770 Dallas Pkwy Ste 910, Dallas, TX 75248 • United States
5001 Spring Valley Rd, Ste 850W, Dallas, TX 75248 • United States
Carrollton, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2009 | Present |
| Gilbert Financial Services, Mml Investors Services Inc. | Dallas | TX | 03/2008 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2010 | Present |
1) CIRA, INC 1776 PLEASANT PLAIN ROAD FAIRFIELD, IA 52556. BEGAN 05/10/2009 AS IAR, THROUGH BD'S CORPORATE RIA IN ORDER TO MANAGE ASSETS AND PREPARE FINANCIAL PLANS FOR A FEE. INVESTMENT RELATED. DEVOTES 0 HRS. 2) INDEPENDENT INSURANCE AGENCY FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3) EVOS LLC, 15770 Dallas Pkwy, Suite 910, Dallas TX 75248, United States, 10/03/2023, W2 Employee, NIR, 160 HR/MO - 26 HR/MO TRADING 4) CRUMP LIFE INSURANCE, 4135 North Front Street, Harrisburg PA 17110, United States, 10/03/2023, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 5) ASH BROKERAGE, 888 S. Harrison St., Suite 900, Fort Wayne IN 46802, 01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO - 1 HR/MO TRADING. 6) THE GATEHOUSE, Grapevine TX 76099, 02/2025, VOLUNTEER, NIR, 1 HR/MO - 1 HR/MO TRADING. 7) HEXT WEALTH ADVISORS, 5001 Spring Valley Road, #850W, Dallas, TX 75244, United States, 01/01/2016, Investment Advisor Representative, DBA Name, NIR, 1 HR/MO - 1 HR/MO TRADING 8) EVOS FINANCIAL, 15770 N Dallas Pkwy, Suite 910, Dallas, TX 75248, United States, 11/01/2009, W2 Employee, DBA Name, NIR, 160 HR/MO - 210 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
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