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1201 Front Ave. Suite N, Columbus, GA 31901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-26 |
| AL | RA | APPROVED | 2026-01-12 |
| GA | RA | APPROVED | 2026-01-09 |
| LA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2026-01-09 |
| FL | RA | APPROVED | 2023-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2015 | 07/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2015 | 07/2018 |
| Momentum Wealth Management Llc | Monroe | LA | 07/2018 | Present |
1) Since 06/2018, independent insurance agent for various independent insurance companies through Momentum Protect LLC, which provides insurance planning for investment, business, and retail clients. Non investment-related. 424 Desiard Street, Monroe, LA 71201. Approximately 30 hours per month, 30 during securities trading hours. 2) PROVIDE GRAPHIC DESIGN AND/OR BRANDING DIRECTIONS FOR BUSINESSES AND INDIVIDUALS, CALHOUN, LA, 10/2017. NIR - 10/WK - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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