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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-09
IL RA APPROVED 2025-05-01
  • FL RA
    APPROVED
    Since 2025-09-09
  • IL RA
    APPROVED
    Since 2025-05-01

Branch Locations

117 Peoria Street, Washington, IL 61571 • United States

Bradenton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Life Insurange Agent Washington IL 09/1973 03/2025
Alexander Financial Washington IL 05/2001 Present
Royal Alliance Associates, Inc. Washington IL 03/2007 08/2021
The Investment Center, Inc. Washington IL 08/2021 03/2025
Ic Advisory Services, Inc. Washington IL 07/2021 03/2025
Lpl Financial Llc Washington IL 03/2025 05/2025
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2025 Present
  • 09/1973 → 03/2025
    Self Employed Life Insurange Agent
    Washington, IL
  • 05/2001 → Present
    Alexander Financial
    Washington, IL
  • 03/2007 → 08/2021
    Royal Alliance Associates, Inc.
    Washington, IL
  • 08/2021 → 03/2025
    The Investment Center, Inc.
    Washington, IL
  • 07/2021 → 03/2025
    Ic Advisory Services, Inc.
    Washington, IL
  • 03/2025 → 05/2025
    Washington, IL
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2025 → Present
    Fairfield, IA
Previous Registrations
  • 2025-03-06 → 2025-05-16
    Washington, IL
  • 2021-08-11 → 2025-03-12
    Ic Advisory Services, Inc.
    Washington, IL
    Bedminster, NJ
  • 2007-03-01 → 2021-08-18
    Washington, IL
  • 2008-01-23 → 2010-12-31
    United Securities Alliance, Inc.
    Englewood, CO
  • 2007-04-27 → 2007-12-31
    United Securities Alliance, Inc.
    Englewood, CO
  • 2003-06-24 → 2007-03-01
    United Securities Alliance, Inc.
    Greenwood Village, CO
    Washington, IL
  • 1997-11-29 → 2003-06-27
    Cetera Advisors Llc
    Washington, IL
Other Businesses

1) ALEXANDER FINANCIAL, 117 Peoria Street, Washington IL 61571, 01/2000, DBA Name, INV REL, 0 HR/MO, 0 HR/MO TRADING. 2) ALEXANDER FINANCIAL FIXED INSURANCE, 117 Peoria Street, Washington IL 61571, 09/1973, Investment Advisor Representative, 1099, NIR, 10 HR/MO, 10 HR/MO TRADING. 3) CUMMINGS LANE LAND DEVELOPMENT, 117 Peoria Street, Washington IL 61571, 01/1995, Partner, Real Estate, NIR, 0 HR/MO, 0 HR/MO TRADING. 4) WASHINGTON TOWNSHIP UNITED FUND, 117 Peoria Street, Washington IL 61571, 01/1975, President, Volunteer, INV REL, 1 HR/MO, 0 HR/MO TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 05/2025 6) WASHINGTON COMMUNITY FOUNDATION, 108 N Main, Washington IL 61571, United States, 08/2025, BOARD MEMBER, NIR, 1 HR/MO - 1 HR/MO TRADING. 7) ALEXANDER FINANCIAL SERVICES, 8788 Stone Harbour Loop, Bradenton FL 34212, United States, 09/2025, Investment Advisor Representative, Additional location, NIR, 5 HR/MO - 20 HR/MO TRADING 8) PASADENA SENIOR CENTER, 85 E. Holly St., Pasadena, CA 91103, United States, 03/02/2026, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 4 HR/MO - 0 HR/MO TRADING 9) ALEXANDER FINANCIAL SERVICES, 8788 STONE HARBOUR LOOP, BRADENTON FL 34212, 09/15/2025, INVESTMENT ADVISOR REPRESENTATIVE, ADDITIONAL LOCATION, NIR, 5 HR/MO - 20 HR/MO TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-03-08
  • S63 Uniform Securities Agent State Law Examination
    1989-03-08
Designations
Other Names
  • Jeffrey Lee Alexander

View on SEC IAPD

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