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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-10-25
TX RA APPROVED_RES 2018-10-25
  • IA RA
    APPROVED
    Since 2018-10-25
  • TX RA
    APPROVED_RES
    Since 2018-10-25

Branch Locations

1003 S County Road, Toledo, IA 52342 • 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
Manatts Inc Tama IA 03/2006 Present
S&S Carwash Toledo IA 07/2004 Present
State Bank Toledo Iowa IA 05/2008 Present
Cambridge Investment Research, Inc. Toledo IA 10/2018 Present
  • 03/2006 → Present
    Manatts Inc
    Tama, IA
  • 07/2004 → Present
    S&S Carwash
    Toledo, IA
  • 05/2008 → Present
    State Bank Toledo
    Iowa, IA
  • 10/2018 → Present
    Cambridge Investment Research, Inc.
    Toledo, IA
Other Businesses

1) TAMA COUNTY DAY CARE, 403 COMMERCIAL ST, TOLEDO, IA, 09/2018, PRESIDENT, CHILD CARE ORGANIZATION, NIR, 8 HR/MO, 0 HR/MO TRADING. 2) CITY OF TOLEDO, IA, PROSPECT DRIVE, TOLEDO, IA, 01/2020, MAYOR, NIR, 8 HR/MO, 0 HR/MO TRADING. 3) TAMA TOLEDO CHAMBER OF COMMERCE, E HIGH ST, TOLEDO,IA, 09/2018, VICE PRESIDENT, COMMUNITY ORGANIZATION, NIR, 8 HR/MO, 0 HR/MO TRADING. 4) BRIAN SOKOL, TOLEDO, IA,0 9/2018, OWNER, RAISING CATTLE & CROPS, NIR, 80 HR/MO, 0 HR/MO TRADING. 5) TAMA COUNTY COMMUNITY FOUNDATION, PROSPECT DR, TOLEDO, IA, 09/2018, BOARD MEMBER, NIR, 3 HR/MO, 0 HR/MO TRADING. 6) TAMA COUNTY INVESTMENT SERVICES, 1003 S COUNTY RD, TOLEDO, IA, 09/2018, MANAGER, TAX PREPARATION, NIR, 15 HR/MO, 10 HR/MO TRADING. 7) STATE BANK OF TOLEDO, 1003 S COUNTRY RD, TOLEDO, IA, 11/2017. NOTARY PUBLIC, NIR, 1 HR/YR, 1 HR/YR TRADING. 8) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA. INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 9) STATE BANK OF TOLEDO, 1003 S COUNTY RD, TOLEDO, IA, 05/2009. MANAGER, TRUST SERVICES PROVIDER. INV REL, 35 HR/MO, 30 HR/MO TRADING. 10) BCH LIFE, 1003 S COUNTY RD, TOLEDO, IA, 05/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 1 HR/MO TRADING. 11) SOKOL PROPERTIES, LLC, 3087 I Ave, Toledo IA 52342, START DATE 06/01/2026, ROLE: President, NATURE: Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-05-21
  • S63 Uniform Securities Agent State Law Examination
    2009-05-21
Designations

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