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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2020-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Marietta | GA | 08/2010 | 12/2020 |
| Cumberland Financial Group, Inc | Marietta | GA | 07/2011 | Present |
| Avantax Advisory Services | Marietta | GA | 12/2012 | 12/2020 |
| Better Homes And Gardens Real Estate Metro | Marietta | GA | 02/2005 | 12/2016 |
| Avantax Insurance Agency, Llc | Marietta | GA | 07/2019 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-6.5/TRADING 2) CUMBERLAND FINANCIAL, 445 MANGET ST, SE STE 200, MARIETTA GA, CPA ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 06/15/10, INV REL, 120/MO- 2/TRADING 3) Cumberland Financial Group, Inc., 445 Manget St SE, Ste 200, Marietta GA 30060, United States, 07/2021, Agent, Insurance/Benefits/Human Resources, NIR, HR/MO: 2, HR/MO TRADING: 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-22 |
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