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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| AL | RA | APPROVED | 2026-06-22 |
Branch Locations
107 Saint Francis St, Suite 3320 , Mobile, AL 36602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Mobile | AL | 06/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Mobile | AL | 11/2016 | 10/2019 |
| Kestra Investment Services, Llc | Mobile | AL | 10/2019 | 06/2026 |
| Kestra Advisory Services, Llc | Mobile | AL | 10/2019 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2026 | Present |
1. TRU WEALTH MANAGEMENT, 107 Saint Francis Street Suite 3320, MOBILE AL 36602, United States, 06/18/2026, Owner, DBA Name, NIR, 1 HR/MO - 0 HR/MO TRADING 2. TRU WEALTH LLC, 57 CLARISE CIR, Mobile AL 36608, United States, 06/18/2026, W2 Employee, Employee (receive a W-2), NIR, 1 HR/MO - 0 HR/MO TRADING 3. LICONOLN FINANCIAL, 107 Saint Francis Street Suite 3320, Mobile AL 36602, United States, 06/18/2026, Agent, Insurance/Benefits/Human Resources, NIR, 4 HR/MO - 4 HR/MO TRADING 4. IMO PROVIDENCE PARTNERS, 3662 Dauphin Street, Suite A-1, Mobile AL 36608, United States, 06/18/2026, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 5. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-16 |
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