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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-05-14 |
| UT | RA | APPROVED | 2024-08-13 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
Farmington, UT • United States
3623 Crossing Drive Ste 128, Prescott, AZ 86305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | Present |
| Oneaz Credit Union | Prescott | AZ | 03/2021 | 12/2021 |
| Unemployed | Prescott | AZ | 09/2018 | 02/2021 |
| In-N-Out Burger | Prescott | AZ | 08/2016 | 09/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | 04/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | Present |
1) ETHOS LIFE, AUSTIN TEXAS, 08/2022, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 20 HR/MO, 20 HR/MO TRADING. 2) FAMILY FIRST LIFE, UNCASVILLE, CT, 08/2022, INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 20 HR/MO, 20 HR/MO TRADING. 3) CHILI'S, COOKEVILLE, TN, 05/2023, W2 EMPLOYEE, FOOD/BEVERAGE SERVICE, NIR, 80 HR/MO, 0 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2022, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 40 HR/MO TRADING. 5) SMARTPRO FINANCIAL, 7970 COOPER CREEK BLVD, BRADENTON, FL, 05/2024, IAR, DBA, INV REL, 160 HR/MO, 160 HR/MO TRADING. 6) VASA, 7836 S Redwood Rd,, West Jordan UT 84088, United States, 10/01/2024, W2 Employee, NIR, 100 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-04 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
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