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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-02-16 |
| NY | RA | APPROVED | 2023-02-16 |
Branch Locations
140 Allens Creek Rd. Ste. 110, Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 10/2014 | 10/2017 |
| Morgan Stanley | Chicago | IL | 10/2017 | 08/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | 08/2019 |
| Fifth Third Bank | Chicago | IL | 08/2019 | 08/2021 |
| Fifth Third Securities | Chicago | IL | 08/2019 | 08/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2023 | Present |
| Unemployed | Chicago | IL | 09/2021 | Present |
1) KAITLIN OCHAB, CHICAGO, IL, 03/2023, SUBLET PARKING SPOT, NIR, 1 HR/MO 0 HR/MO TRADING 2) TAG, CHICAGO IL, 08/2023, W2 EMPLOYEE, DBA, INV REL, 180 HR/MO 130 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN FAIRFIELD IA, 02/2023, ADMIN FOR ADVISORY REP OF AN RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) CONTRACTING WORK, CHICAGO IL, 10/2024, 1099 CONTRACTOR, VARIOUS, NIR, 1 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
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