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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-01
PA RA APPROVED 2026-06-01
  • IN RA
    APPROVED
    Since 2026-06-01
  • PA RA
    APPROVED
    Since 2026-06-01

Branch Locations

311 Main St, Irwin, PA 15642 • United States

Carmel, IN • 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
Country Insurance Affiliates Danville IL 10/2009 02/2026
Cambridge Investment Research, Inc. Fairfield IA 06/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2026 Present
Unemployed Carmel IN 02/2026 06/2026
Country Capital Management Company Danville IL 10/2009 02/2026
Country Trust Bank Danville IL 01/2023 02/2026
  • 10/2009 → 02/2026
    Country Insurance Affiliates
    Danville, IL
  • 06/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2026 → Present
    Fairfield, IA
  • 02/2026 → 06/2026
    Unemployed
    Carmel, IN
  • 10/2009 → 02/2026
    Country Capital Management Company
    Danville, IL
  • 01/2023 → 02/2026
    Country Trust Bank
    Danville, IL
Other Businesses

1. WORDLEAF MEDIA LLC, 10532 Cornell Ave, Indianapolis IN 46280, 01/01/2026, Owner, Author/Educator/Podcast/Speaker, NIR, 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 06/01/2026, Investment Advisor Representative, CIRA Affiliation, INV, 0 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-13
S63 Uniform Securities Agent State Law Examination 2009-12-07
  • S65 Uniform Investment Adviser Law Examination
    2026-02-13
  • S63 Uniform Securities Agent State Law Examination
    2009-12-07
Other Names
  • Patrick Nicholaus Jones
  • Patrick Nicholaus Williams

View on SEC IAPD

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