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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-01-02 |
Branch Locations
488 Majors Boulevard, Lynchburg, TN 37352 • United States
1203 Hillsboro Boulevard, Manchester, TN 37355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 05/2010 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2017 | Present |
1.INDEPENDENT INSURANCE AGENT, MURFREESBORO, TN, 5/2010 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/WK - 10/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF RIA, INV REL- 20HRS/WK, 20HRS/TRADING, SEE EMPLOYMENT HISTORY FOR START DATE. 3.METRO MOORE COUNTY UTILITY DEPARTMENT, Lynchburg TN, 10/2021, Volunteer, Board Member, NIR, 1 HR/MO, 0 Trading 4.HARVEST INVESTMENT SOLUTIONS, 488 Majors Boulevard, Lynchburg TN 37352, United States, 12/04/2017, IAR, DBA Name, INV REL, 160 HR/MO, 120 Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-29 |
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