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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-09 |
Branch Locations
6600 Koll Center Pkwy., Ste. 120, Pleasanton, CA 94566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2021 | 01/2026 |
| Lululemon | Walnut Creek | CA | 05/2017 | 11/2020 |
| Independent Golf Instructor | San Ramon | CA | 04/2015 | 04/2017 |
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | ID | 01/2026 | Present |
1. PROTECTED INVESTORS OF AMERICA (PIA), 6600 Koll Center Parkway Suite 120, Pleasanton CA 94566, United States, 05/16/2024, Marketing, Using a Trade Name/dba, INV REL, 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-02 |
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