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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| MI | RA | APPROVED | 2020-01-27 |
Branch Locations
309 E Front St., Traverse City, MI 49684 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | Present |
1) PETER BRADEN, 13356 HEDEEN DRIVE TRAVERSE CITY MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/2008, INV REL, 20 HR/MO 8 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2020, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 3) NORTHERN FINANCIAL MANAGMENT, 309 HEDEEN DRIVE TRAVERSE CITY MI, 10/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) HEARTH SAUNA PARTNERSHIP, 3100 Holiday Rd., Traverse City MI 49686, United States, 05/30/2024, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-21 |
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