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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| GA | RA | APPROVED | 2024-01-04 |
Branch Locations
320 Cherokee Street Ne, Suite D, Marietta, GA 30060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Atlanta | GA | 06/2013 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2013 | 10/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 10/2016 |
| Massmutual Life Insurance Co | Atlanta | GA | 11/2016 | 01/2024 |
| Mml Investors Services, Llc | Atlanta | GA | 01/2017 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1) ANDREW A WHITE, WOODSTOCK GA 30188, 01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 40 HR/MO 120 HR/MO TRADING 2) AA WHITE & SONS LLC, WOODSTOCK GA 30188, 11/2022, OWNER, PASS THROUGH ENTITY, NIR, 0 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 4) VITA FINANCIAL, 320 CHEROKEE ST NE SUITE D MARIETTA GA, 09/2024, IAR, DBA, INV REL, 80 HR/MO 60 HR/MO TRADING 5) VERANOVIA, 320 Cherokee St NE, Suite D, Marietta GA 30060, 06/2025, This is the marketing arm under which Vita Financial does it's business, Marketing, NIR, 160 HR/MO, 140 HR/MO TRADING. 6) VERANOVIA OSJ SERVICES DBA VERANOVIA OSJ, 320 Cherokee St NE, Suite D, Marietta GA 30060, United States, 09/02/2025, Advisor, DBA Name, NIR, 160 HR/MO - 140 HR/MO TRADING 7) VERA PLANNING, 320 Cherokee St NE, Suite D, Marietta GA 30060, United States, 09/2025, Vice President, Insurance/Benefits/Human Resources, NIR, HR/MO: 50, HR/MO TRADING: 130
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-29 |
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