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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-04 |
Branch Locations
6120 Parkland Blvd. Ste. 101, Mayfield Heights, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakeland Community College | Kirkland | OH | 08/2016 | 06/2018 |
| Cleveland State University | Cleveland | OH | 06/2018 | 05/2022 |
| Lrj Wealth Management Llc | Solon | OH | 06/2022 | 09/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield, | IA | 11/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
1) MAYFIELD FINANCIAL SERVICES, 6120 Parkland Blvd, STE 101, Mayfield Heights OH 44124, 04/2025, W2 Employee, DBA Name, INV REL, 200 HR/MO, 100 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2022-06-18 |
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