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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-03 |
| IL | RA | APPROVED | 2019-11-12 |
Branch Locations
5250 Old Orchard Road, Suite 450, Skokie, IL 60077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Skokie | IL | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 09/2017 |
| Sagepoint Financial, Inc. | Chicago | IL | 09/2017 | 11/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2019 | Present |
1.T2 GLOBAL ADVISORS LLC, 30 S WACKER DR STE 2725, CHICAGO, IL, 2/2004 AS MANAGING DIRECTOR/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 1/TRADING. 2.BAKMEN GROUP HOLDINGS LLC, 30 S WACKER DR, STE 2725, CHICAGO, IL, 9/29/2017 AS MANAGING DIRECTOR OF LLC THAT OWNS T2 GLOBAL ADVISORS, STARBOARD PARTNERS CONSULTING, AND OTHER ASSETS. NIR - 5/MO - 1/TRADING. 3.STARBOARD PARTNERS CONSULTING, 30 S WACKER DR STE 2725, CHICAGO, IL, 5/15/2019 AS CONSULTANT PROVIDING BUSINESS OPERATIONAL EVALUATIONS, MARKETING DEVELOPMENT AND CORPORATE PLANNING 10/MO- 1/TRADING 4. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK 11/12/19 5. OUR LADY OF PERPETUAL HELP, 1775 GROVE STREET, GLENVIEW, IL, DADâ??S CLUB- SCHOOL, MEMBER- GOLF CHAIR MEMBER, 03/01/21, NIR, 2 HR/MO- 0/TRADING HR. 6. KLYBOURNE HOLDINGS, LLC, 834 W ADAMS, #707, CHICAGO, IL 60607, 12/2023, OWNER/BOARD MEMBER/TECHNOLOGY SERVICES, NIR, 5 HR/MO - 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-10 |
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