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Current Employers
Equity Advisors, Llc

Zepher Cove, NV • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-05-17
  • CA RA
    APPROVED
    Since 2022-05-17

Branch Locations

Zepher Cove, NV • United States

El Dorado Hills, CA • 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 10/2016 05/2022
Foothills Regional Insurance & Financial Solutions El Dorado Hills CA 05/2014 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 03/2017 05/2022
Equity Advisors El Dorado Hills CA 05/2022 Present
  • 10/2016 → 05/2022
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2014 → Present
    Foothills Regional Insurance & Financial Solutions
    El Dorado Hills, CA
  • 03/2017 → 05/2022
    Fairfield, IA
  • 05/2022 → Present
    Equity Advisors
    El Dorado Hills, CA
Previous Registrations
Other Businesses

1.FOOTHILLS REGIONAL INSURANCE & FINANCIAL SOLUTIONS, 1104 BEVINGER DR, EL DORADO HILLS, CA, 5/01/2014 OWNER/PARTNER OF A BUSINESS ENTITY, TAX DEFERRAL CONSULTANT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. SELLING LEGALSHIELD & IDSHIELD SERVICES. 15 HR/MO - 2/TRADING. 2. EL DORADO HILLS, CHAMBER OF COMMERCE, 2085 VINE STREET, STE 105, EL DORADO HILLS, CA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/01/20, NIR, 2/MO- 0/TRADING 2.BUSINESS & COMMUNITY POLITICAL ACTION COMMITTEE, EL DORADO HILLS, CA, 11/2013 AS BOARD MEMBER. NIR - 5 HR/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.MARSHALL FOUNDATION FOR COMMUNITY HEALTH, 1124 SHERMAN ST, PLACERVILLE, CA, 1/2018 AS TRUSTEE - SUPPORTING MARSHALL MEDICAL CENTER AND COMMUNITY HEALTH PROGRAMS. NIR - 16/YR - 0/TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-20
S63 Uniform Securities Agent State Law Examination 2010-04-16
  • S65 Uniform Investment Adviser Law Examination
    2017-03-20
  • S63 Uniform Securities Agent State Law Examination
    2010-04-16
Other Names
  • Dave Williamson
  • David A Williamson

View on SEC IAPD

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