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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2022 | Present |
| Mecosta-Osceola Intermediate School District | Big Rapids | MI | 12/2016 | 04/2022 |
| Spectrum Health Big Rapids Hospital | Big Rapids | MI | 08/2013 | 12/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2022, AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2) TACIA WEALTH MANAGEMENT, 221 MAPLE STREET BIG RAPIDS MI, 05/2022, EMPLOYEE, DBA, INV REL, 150 HR/MO 130 HR/MO TRADING 3) TACIA WEALTH MANAGEMENT, 115 Linden Street, Big Rapids MI 49307, START DATE 05/2022, W2 Employee, Administrative, NIR, 150 HR/MO, 130 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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