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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 09/2014 | 06/2021 |
| Credit Suisse Securities (Usa) Llc | Raleigh | NC | 06/2021 | 05/2023 |
| Charles Schwab & Co., Inc. | Jersey City | NJ | 05/2023 | 11/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/09/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-18 |
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