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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-01 |
| IL | RA | APPROVED | 2019-04-03 |
| WI | RA | APPROVED | 2015-05-01 |
Branch Locations
100 N Atkinson Rd. Ste. 106, Grayslake, IL 60030 • United States
200 South Executive Drive, Suite 101, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest | Thiensville | WI | 03/2014 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2015 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) CJ&K TRAINING SERVICES, 11220 W Burleigh St, STE 100, Wauwatosa, WI 53208, 6/2017, Administrative Assistant, Training and invoices for environmental services industry, NIR, 10 HR/MO - 5 HR/MO TRADING 3) INSURANCE, 11220 W Burleigh St, STE 100, Wauwatosa WI 53222, 09/2015, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INVREL, 9/2015, 5HRS/MO, 1 HR/MO TRADING. 4) OWNER, MILWAUKEE, WI, 06/2019. RENTAL PROPERTY OWNER. NIR, 2 HR/MO - 0 HR/MO TRADING. 5) RESILIENT WEALTH PLANNING, 11220 W Burleigh ST, STE 100, Wauwatosa WI 53222, 02/2014, TAX PREP, NIR, 40 HR/MONTH 35 HR/MONTH TRADING 6) RESILIENT WEALTH PLANNING 200 S Executive Dr, STE 101, Brookfield WI 53005, United States, 06/01/2020, Owner, DBA, INV REL, 170/MO - 130/MO Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-24 |
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