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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-01-04
  • TX RA
    APPROVED
    Since 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

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
OrganizationCityStateFromTo
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
  • 03/2009 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2008 → Present
    Gilbert Financial Services, Mml Investors Services Inc.
    Dallas, TX
  • 01/2010 → Present
    Fairfield, IA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-13
  • S66 Uniform Combined State Law Examination
    2009-07-13
Designations
Other Names
  • Kathryn Danielle Boutte

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