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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-01-21 |
| TX | RA | APPROVED | 2020-01-23 |
Branch Locations
22 W Washington St. Suite 1500, Chicago, IL 60602 • United States
15150 Preston Rd. Ste. 300, Dallas, TX 75248 • United States
Spring, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Dallas | TX | 09/2015 | 01/2020 |
| H.D. Vest Advisory Services | Dallas | TX | 09/2015 | 01/2020 |
| H.D. Vest Insurance Agency Inc. | Irving | TX | 09/2015 | 01/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 2) SMARTPRO FINANCIAL, 13601 PRESTON RD, STE 754W, DALLAS TX, 75240, 05/26/20,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 10/MO- 0/TRADING 3) FOCUS FORWARD DIVORCE PLANNING, Spring TX 77386, 07/2025, Owner, Divorce Planning Services, NIR, 10 HR/MO, 0 HR/MO TRADING. 4) LIFE HEALTH INSURANCE, 15150 Preston Rd, Dallas TX 75248, United States, 09/22/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 3 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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