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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-05-03 |
Branch Locations
4020 Kinross Lakes Parkway Suite 120, Richfield, OH 44286 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2015 | 05/2024 |
| First Responders Financial Advisors | Copley | OH | 08/2015 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/03/2024 2) INSURANCE SALES, 9680 Sweet valley Dr, STE B, Valley View OH 44125, United States, 10/10/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 2/MO - 8/Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-10 |
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