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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-30 |
| MO | RA | APPROVED | 2017-01-27 |
Branch Locations
1 Crown Dr., Suite 103, Kirksville, MO 63501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Kirksville | MO | 01/2014 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
| Financial Planners Of Missouri | Kirksville | MO | 01/2016 | Present |
1.FINANCIAL PLANNERS OF MISSOURI, 1 CROWN DRIVE, SUITE 103 KIRKSVILLE MO AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/7/2015, 5/WK - 4/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 32.5/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. FINANCIAL PLANNERS OF MISSOURI, 1 Crown Drive, Suite 103, Kirksville MO 63501, United States, 01/01/2026, Owner, DBA Name, NIR, 160 HR/MO - 130 HR/MO TRADING 4. LIFESTORY FINANCIAL SERVICES LLC, 1 Crown Drive, Suite 103, Kirksville MO 63501, United States, 01/01/2026, Owner, Insurance/Benefits/Human Resources, INV REL, 20 HR/MO - 16 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-12 |
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