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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Briskey Financial Services Llc | Bryan | OH | 01/2008 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 06/26/18. 2. EMILY J ALTAFFER, 211 E MAUMEE, STE 101, ANGOLA, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 10/18/10, INV REL 12 HR/YR- 0/TRADING HR. 3. TRILOGY WEALTH ADVISORS, 516 E High St, Bryan OH 43506, United States, 05/14/2018, W2 Employee, Using a Trade Name / DBA, NIR, 170 HR/MO- 130/TRADING HR 4. NEXT GENERATION FARMS, LLC, 10712 County Road M, Montpelier OH 43543, United States, 07/2025, OWNER, REAL ESTATE, NIR, 20 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-06 |
| S66 | Uniform Combined State Law Examination | 2009-10-13 |
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