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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2014 | Present |
| Whieford Wealth Management | South Haven | MI | 05/2013 | Present |
1. SHARWARKO REFRESHING LLC, 404 BROADWAY ST, SOUTH HAVEN, MI, 49090 7/2018 AS OWNER, CLEANING BUSINESS. NIR - 1 HR/MO - 0 HR/MO TRADING. 2. MI HARBOR PROPERTY MANAGEMENT, INC, 404 BROADWAY ST, SOUTH HAVEN ,MI, BOARD MEMBER OF A NON-PUBLIC ENTITY, PRESIDENT- 02/28/18, NIR, 2/YR- 0/TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-0/WK-0/TRADING.04/16/20 4. DBA AS WHITEFORD WEALTH MANAGEMENT, INC., 404 BROADWAY, SOUTH HAVEN MI 49090, United States, 05/28/2013, Using a Trade Name/dba, INV REL, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-10 |
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