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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED_RES | 2023-12-06 |
| UT | RA | APPROVED | 2023-12-06 |
Branch Locations
109 E. Escalones, San Clemente, CA 92672 • United States
10813 S River Front Pkwy Suite 100, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 08/2008 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | 11/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2017 | 11/2023 |
| Ignite Planners, Llc | San Clemente | CA | 12/2023 | Present |
Nexus Obligatus Business Services, Sandy UT 84094. Owner of Marketing Organization.7/14/2017, Not investment related, 10/monthly, 0/trade
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-05 |
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