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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-01 |
| NC | RA | APPROVED | 2023-01-13 |
Branch Locations
415 S. Sharon Amity Rd. Suite B, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Charlotte | NC | 09/2011 | 01/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | Present |
1) ENSEMBLE FINANCIAL STRATEGIES LLC, DBA ENSEMBLE FINANCIAL STRATEGIES, 415 S. Sharon Amity Rd, Suite B, Charlotte NC 28211, United States, 10/04/2022, Founder, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) BNI CHARLOTTE ACHIEVERS CHAPTER PRESIDENT, 415 S Sharon Amity Rd Suite B Weddington NC 28211, START DATE 01/2025, President, Networking, NIR, HR/MO 8, HR/MO TRADING 8 4) ENSEMBLE TAX & ACCOUNTING, LLC, 415 S Sharon Amity Rd Charlotte NC 28211, START DATE 12/2025, Owner, Accounting/Bookkeeping/Payroll Services, NIR, HR/MO 160, HR/MO TRADING 130
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-29 |
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