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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-10 |
| CA | RA | APPROVED | 2016-06-14 |
Branch Locations
6600 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| List Alliance, Inc | Alamo | CA | 03/2004 | 11/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 25/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2. PROTECTED INVESTORS OF AMERICA, 6600 Koll Center Parkway, Ste 120, Pleasanton CA 94566, United States, 05/16/2024, DBA, Using a Trade Name/dba, INV REL, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-06 |
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