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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-01 |
| TX | RA | APPROVED | 2025-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Promax Tools Co | Rancho Cordova | CA | 06/2016 | 06/2018 |
| California State University Stanislaus | Turlock, | CA | 08/2016 | 05/2020 |
| Door Dash Inc. | Elk Grove | CA | 07/2020 | 01/2022 |
| Cantella & Co,. Inc. | Boston | MA | 02/2022 | 12/2022 |
| Door Dash Inc | Elk Grove | CA | 01/2022 | 07/2022 |
| Cambridge Investment Research, Inc. | Elk Grove | CA | 12/2022 | 07/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
1) 3D FINANCIAL SERVICES, 5089 Oak Mello Ct., Elk Grove CA 95758, 01/2022, Financial Assistant, 1099 Contractor, INV REL, 40 HR/MO - 40 HR/MO TRADING. 2) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, START DATE 07/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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