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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Temecula | CA | 03/2016 | 10/2016 |
| Transamerica Financial Advisors | Temecula | CA | 04/2016 | 10/2016 |
| Cuso Financial Services, Lp | San Diego | CA | 11/2016 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. AW PROPERTY SERVICES LLC, 4216 Depot Lane, Cunningham TN 37052, United States, 06/15/2026, Owner, AW Property Services LLC (a landscaping, home services business operated by a third party who is utilizing equipment owned by Adam and Cindy Fernance (tractor, trailers, mowing/landscaping equipment)., NIR, 4 HR/MO - 0 HR/MO TRADING 2. FERNANCE FAMILY HOLDINGS LLC, 4216 Depot Lane, Cunningham TN 37052, United States, 06/15/2026, Owner, Holding Company for other businesses owned by Adam and Cindy Fernance., NIR, 4 HR/MO - 0 HR/MO TRADING 3. DUNCAN ADVISOR RESOURCES, 311 Main Street, Irwin PA 15642, United States, 09/15/2025, OSJ Designee, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-12 |
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