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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED_RES | 2023-04-27 |
Branch Locations
3550 Liberty Rd S, Ste. 230, Salem, OR 97302 • United States
Salem, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willamette Financial Group Llc | Salem | OR | 03/2006 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2023 | Present |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 04/2023 | Present |
1) JENI JENSEN, INSURANCE AGENT, Salem, OR, 04/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 0 HR/MO - 0 Trading 2) JENI JENSEN, SOLE PROP, Salem, OR, 04/2023, Owner, Consulting, administrative, and accounting support, NIR, 40 HR/MO, 0 Trading 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 85 HR/MO - 25 HR/MO TRADING. 04/26/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
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