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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-11 |
Branch Locations
20632 Redwood Rd. Ste E, Castro Valley, CA 94546 • United States
Oakdale, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Successful Financial Education Workshops | Castro Valley | CA | 03/2010 | Present |
| Chabot College | Hayward | CA | 08/2009 | Present |
| National Planning Corporation | Santa Monica | CA | 08/2011 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2018 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 25/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.SUCCESSFUL FINANCIAL EDUCATION WORKSHOPS, Castro Valley CA 94546, 10/2017, Agent, Using a Trade Name/dba, INV REL, 1 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-09 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
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