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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-18 |
| FL | RA | APPROVED | 2024-01-06 |
Branch Locations
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
| Tortilla Bay | Holmes Beach | FL | 12/2016 | 11/2018 |
| The Sand Dollar Gift Shop | Holmes Beach | FL | 12/2018 | 01/2020 |
| Seabreeze Vacation | Holmes Beach | FL | 01/2020 | 02/2022 |
| Smartpro Financial | Bradenton | FL | 03/2022 | Present |
| Student | Holmes Beach | FL | 12/2013 | 02/2021 |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) SMARTPRO FINANCIAL, 7970 COOPER CREEK BLVD, BRADENTON, FL 34201, 01/2024, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 80 HR/MO - 60 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-30 |
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