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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-11-04 |
Branch Locations
14 E Main St., Suite 220, Springfield, OH 45502 • United States
5900 Sawmill Rd Suite 110, Dublin, OH 43017 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 09/2010 | 11/2020 |
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2020 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 11/04/20. 2) MILLER FINANCIAL SERVICES, 2005 AUDUBON PARK DR. SPRINGFIELD, OH, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 01/05/21, NIR, 2 HR/MO- 0/TRADING HR 3) MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, 2005 AUDUBON PARK DR, SPRINGFIELD, OH, 04/01/21, Vice President, Insurance/Benefits/Human Resources, NIR, 40 HR/MO- 40/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-21 |
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