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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-11 |
Branch Locations
277 Bendix Rd., Ste. 500, Virginia Beach, VA 23452 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii | Virginia Beach | VA | 09/2014 | 07/2017 |
| The Frieden Agency | Virginia Beach | VA | 06/2014 | 07/2017 |
| Massachusetts Mutual Life Insurance Company | Virginia Beach | VA | 07/2017 | 11/2024 |
| Mml Investors Services, Llc | Virginia Beach | VA | 09/2017 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
1. LUKE KOHART, Virginia Beach VA 23452, United States, 11/04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 10/MO - 5/Trading 2. LMT LLC, 5402 Atlantic Ave, Virginia Beach VA 23451, United States, 11/04/2024, Owner, Roller skating rink, NIR, 0/MO - 0/Trading 3. FRIEDEN WEALTH MANAGEMENT, 277 Bendix Rd Suite 500, Virginia Beach VA 23452, 11/2024, Agent, Financial Representative, NIR, 40 HR/MO, 160 HR/MO TRADING. 4. FRIEDEN WEALTH MANAGEMENT, 277 Bendix Rd Ste 500, Virginia Beach VA 23452-1363, United States, 02/2026, Investment Advisor Representative, CIRA, NIR, 160 HR/MO - 160 HR/MO TRADING 5. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-09 |
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