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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-29 |
| FL | RA | APPROVED | 2023-01-10 |
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 |
|---|---|---|---|---|
| University Of Central Florida | Orlando | FL | 08/2010 | 05/2017 |
| Sterling Marketing Inc. | Winter Park | FL | 08/2017 | 05/2019 |
| Moneyshow/Investment Seminars, Inc. | Sarasota | FL | 01/2021 | 12/2021 |
| Self Employed/Double Stag, Llc | Oviedo | FL | 09/2018 | 05/2022 |
| Smartpro Financial | Bradenton | FL | 01/2021 | 01/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-15 |
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