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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-08-19 |
| MD | RA | APPROVED | 2025-06-24 |
Branch Locations
5680 King Centre Dr. Ste. 600, Alexandria, VA 22315 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 04/2016 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | 09/2016 |
| Pnc Investments | Pittsburgh | PA | 12/2016 | 07/2018 |
| Navy Federal Financial Group, Llc | Springfield | VA | 08/2018 | 03/2025 |
| Navy Federal Investment Services, Llc | Springfield | VA | 08/2018 | 03/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. NIRVANA WEALTH MANAGEMENT, LLC DBA NIRVANA WEALTH, LLC, 15604 Wellingham Court, Accokeek MD 20607, United States, 05/22/2025, President, RIA Affiliation, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. MOG LLP, 15604 Wellingham Court, Accokeek MD 20607, United States, 12/04/2021, Owner, Real Estate, NIR, 5 HR/MO - 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/24/2025 4. FULTON BRIDGES, 5680 King Centre Drive, Suite 600, Alexandria VA 22315, United States, 11/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 24 HR/MO - 24 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-17 |
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