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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-03 |
| PA | RA | APPROVED | 2024-12-19 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
6641 N High St Suite 200, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2022 | 08/2024 |
| Pittsburgh International Race Complex | Wampum | PA | 07/2020 | 07/2024 |
| Youngstown State University Honors College | Youngstown | OH | 03/2019 | 01/2021 |
| Poland Seminary High School | Poland | OH | 07/2014 | 06/2018 |
| Youngstown State University | Youngstown | OH | 06/2018 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2023 | 08/2024 |
| Stifel, Nicolaus & Company, Incorporated | Canfield | OH | 08/2024 | Present |
1. Z Howard Strategies LLC; 3939 W State St Edinuburg PA 16116; Personal LLC no longer in use; Owner; No Duties no longer active; 03/09/2021; 0 hrs per year; Not during securities trading hours; Not Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-17 |
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