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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-11-30 |
Branch Locations
2491 Alluvial Ave Box 629, Clovis, CA 93611 • United States
Clovis, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Fresno | CA | 08/2013 | Present |
| Oneamerica Securities | Fresno | CA | 12/2013 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | Present |
1) QUICKBOOKS PROADVISOR, 2491 ALLUVIAL AVE STE 510 CLOVIS CA, 11/2017, SYSTEM SPECIALIST, ACCOUNTING, NIR, 10 HR/MO 0 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2021, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) PATRICK ENGEL INSURANCE, 2491 ALLUVIAL AVE STE 510 CLOVIS CA, 03/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 8 HR/WK 0 HR/TRADING 4) PATRICK ENGEL, 1827 N WHITTIER AVE CLOVIS CA, MOTHER'S LIVING TRUST, 07/2000, INV REL, 5 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-15 |
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