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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-01-06 |
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pershing Llc | Lake Mary | FL | 10/2012 | 12/2017 |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 12/2017 | 07/2021 |
| Wavecapital Partners, Llc | Orlando | FL | 07/2021 | 04/2024 |
| M&A Securities | Kansas City | MO | 07/2021 | 12/2022 |
| Weild & Co. | Kansas City | MO | 01/2023 | 10/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
1) KOOP ENTERPRISES LLC, 2167 Cypress Point Dr N, Clearwater FL 33763, 05/13/2024, Owner, 1099 Contractor, INV REL, 160 HR/MO, 160 HR/MO TRADING. 2) STAY STRONG UNITED LLC, 2455 McMullen Booth Rd, Unit F&G, Clearwater FL 33759, 03/21/2021, Owner, Sport/Fitness/Gaming, NIR, 20 HR/MO, 10 HR/MO TRADING. 3) DBA - GATEWAY FINANCIAL ADVISORS, LLC, 2167 Cypress Point Dr N, Clearwater FL 33763, 05/2024, Investment Advisor Representative, Administrative, INV REL, 120 HR/MO, 100 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
| S66 | Uniform Combined State Law Examination | 2011-07-15 |
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