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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-06-26 |
| NY | RA | APPROVED | 2026-06-02 |
| TX | RA | APPROVED | 2026-06-02 |
Branch Locations
25700 I-45 Ste 400, The Woodlands, TX 77386 • United States
Brookhaven, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
| More Than A Teacher | Austin | TX | 05/2013 | 12/2016 |
| Winn Tutoring | Austin | TX | 05/2013 | 12/2016 |
| Axa Advisors, Llc | New York | NY | 10/2014 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 10/2014 | 07/2023 |
| 49 Wealth Management, Llc | Austin | TX | 07/2023 | 06/2026 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2023 | 01/2024 |
| Oakwood Capital Securities, Inc. | Minneapolis | MN | 01/2024 | 06/2026 |
1. GRANT THOMPSON FINANCIAL, 31411 Cedar Elm Trail, Spring TX 77386, United States, 06/02/2026, Owner, DBA Name, IR, 200 HR/MO 200 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING. 3. GRANT THOMPSON FINANCIAL, 31411 Cedar Elm Trail, Spring, TX 77386, 06/2026, Owner, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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