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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-27 |
| PA | RA | APPROVED | 2026-08-24 |
Branch Locations
311 Main St, Irwin, PA 15642 • United States
5900 Hiatus Rd., #100 , Tamarac, FL 33321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Overland Park | KS | 08/2015 | 03/2018 |
| Allstate Insurance Company | Northbrook | IL | 03/2018 | 10/2019 |
| Allstate Distributors, Llc | Northbrook | IL | 03/2018 | 10/2019 |
| Usa Financial Securities | Ada | MI | 11/2019 | 07/2021 |
| Client One Securities, Llc | Leawood | KS | 08/2021 | 12/2022 |
| Changepath, Llc | Leawood | KS | 08/2021 | 12/2022 |
| Ohio National Financial Services | Cincinnati | OH | 01/2023 | 01/2025 |
| The On Equity Sales Company | Cincinnati | OH | 01/2023 | 01/2025 |
| On Investment Management Co | Lee's Summit | MO | 01/2023 | 01/2025 |
| Lsf Capital Llc | Fort Lauderdale | FL | 02/2025 | 10/2025 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 11/2025 | 08/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-10 |
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