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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-05-29 |
Branch Locations
1055 St Paul Place Ste 155, Cincinnati, OH 45202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Cincinnati | OH | 06/2009 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2014 | Present |
1) OHIO PENSION CONSULTANTS, 6398 SUEHAVEN CT, CINCINNATI, OH, 9/1/2012 FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 10/MO - 5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) COMPLETE WEALTH STRATEGIES, 1055 ST PAUL PLACE STE 155, CINCINNATI, OH, 10/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-4/WK-2/TRADING. 4) COPMLETE WEALTH STRATEGIES (1), 1055 SAINT PAUL PLACE SUITE 155 CINCINNATI OH 45248, 05/2022, REFFERAL BUSINESS, TAX SOLUTIONS, NIR, 6 HR/MONTH 2 HR/MONTH TRADING 5) IRON SHARPENS IRON COMMUNITY CARE / 6955 Bridgetown Road, Cincinnati OH 45248 / 06/26/2022 / NIR / BOARD MEMBER - ASSIST WITH EVENT PLANNING FOR COMMUNITY PROJECTS / 10 HR/MO - 0 HR/MO TRADING 6) NATIONAL ASSOCIATION OF CERTIFIED FINANCIAL FIDUCIARIES, 8604 Cliff Cameron Dr, Suite 187, Charlotte NC 28269, United States, 06/11/2025, Member, Author/Educator/Podcast/Speaker, NIR, 4 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2013-06-28 |
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