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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-10 |
| CA | RA | APPROVED | 2023-01-17 |
Branch Locations
1303 E Grand Ave. #127, Arroyo Grande, CA 93420 • United States
Alameda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue | WA | 12/2012 | 11/2022 |
| Cambridge Investtment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Monarch Financial Solutions | Arroyo Grande | CA | 11/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | Present |
1) 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. 2) MONARCH FINANCIAL SOLUTIONS, 1303 E GRAND AVE, SUITE 127, ARROYO GRANDE CA 93420, 11/2022, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S66 | Uniform Combined State Law Examination | 2006-12-06 |
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