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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-02-01 |
Branch Locations
3601 Minnesota Dr. Ste. 860, Bloomington, MN 55435 • United States
Farmington, MN • United States
20731 Holyoke Ave. Ste. 207, Lakeville, MN 55044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ai Ventures | Apple Valley | MN | 05/2005 | Present |
| Securities America, Inc | Rosemount | MN | 02/2011 | 02/2022 |
| Securities America Advisors | Rosemount | MN | 02/2011 | 02/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 02/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING 2) ROBERT W PETERSEN, 16471 Fallbrook Dr, Farmington MN 55024, 01/2023, Owner of a business entity, Real Estate, NIR, 1HR/MO, 0HR/MO TRADING 3) ROBERT W PETERSEN, 7760 France Ave S, Suite 1109, Edina MN 55435, 02/2022, Insurance Agent, Insurance/Benefits/Human Resources, INV REL, 16 HR/MO, 10 HR/MO TRADING. 4) J FINANCIAL LLC, 2112 Henderson Ct., Oklahoma City OK 73069, United States, 03/17/2023, Owner, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 0 HR/MO TRADING 5) ALPHA FINANCIAL SERVICES, 3601 Minnesota Drive, Suite 860, Bloomington MN 55435, 02/2022, INSURANCE AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, INV REL, 16 HR/MO, 10 HR/MO TRADING 6) ROBERT W PETERSEN, 17630 Juniper Path, Suite A, Lakeville MN 55044, 08/2026, Coach, Sport/Fitness/Gaming, NIR, 10 HR/MO, 3 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-21 |
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