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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-20 |
| OH | RA | APPROVED | 2022-09-21 |
Branch Locations
285 Main St., Bellville, OH 44813 • United States
4200 Hoover Rd., Grove City, OH 43123 • United States
4942 Reed Road, Columbus, OH 43220 • United States
785 Dover Rd Ne, Sugarcreek, OH 44681 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | Present |
| Springfield City Schools | Springfield | OH | 07/2018 | 05/2022 |
| Port Clinton City Schools | Port Clinton | OH | 08/2011 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | 09/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | Present |
1. COMPELLED ORGANIZATIONAL CONSULTING, 4941 Claymill, Hilliard OH 43026, United States, 01/20/2022, Consultant, Owner/Partner of a Business Entity, NIR, 1 HR/MO - 0 HR/MO TRADING 2. CIRA, Fairfield IA 52556, 09/2022, Investment Advisor Representative, manages client assets or prepares financial plans, INV-REL, 160 HO/MO - 120 HR/MO Trading 3. COVENANT FINANCIAL ADVISORS, 4942 Reed Rd., Columbus OH 43220, United States, 06/01/2023, Agent, 1099 Contractor, NIR, 8 HR/MO - 8 HR/MO TRADING 4. SMITH INSURANCE SERVICES, 4942 Reed Rd, Columbus OH 43220, 06/01/2023, Agent, 1099 Contractor, NIR, 8 HR/MO - 8 HR/MO TRADING 5. SECURE PATH ADVISORY GROUP, 4942 Reed Rd., Columbus OH 43220, United States, 06/01/2022, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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