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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2017-10-13 |
Branch Locations
9394 W. Dodge Rd., Ste 250, Omaha, NE 68114 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Omaha | NE | 05/2014 | 10/2017 |
| W & R Insurance Agencies - Insurance Sales With Varied Carriers | Omaha | NE | 11/2014 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 160 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) USI INSURANCE SERVICES LLC, 100 SUMMIT LAKE DRIVE, STE 400, VALHALLA, NY, 11/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 160 HR/MO, 160 HR/MO TRADING. 3) MARCOTTE WEALTH MANAGEMENT LLC, 9394 W DODGE RD, SUITE 250, OMAHA, NE, 10/2017, FINANCIAL PLANNER, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 4) PAUL RAHN, 9394 W Dodge Road Suite 250, Omaha NE 68113, United States, 10/01/2017, Agent, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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