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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-05-23 |
Branch Locations
7202 N Shadeland Ave Ste. 212, Indianapolis, IN 46250 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Of Virginia | Indianapolis | IN | 11/1991 | Present |
| Lincoln Financial Securities | Indianapolis | IN | 07/2008 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
1) BILLET FINANCIAL SERVICES, INC. 7202 N SHADELAND AVE, #212, INDIANAPOLIS, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 09/06/67, NIR, 2 HR/WK- 2/TRADING HR. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO-80/TRADING. 04/27/21- IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED. 3)STEVEN R BILLET, 11264 Midnight Pass, Fishers IN, 10/2023, NOTARY, NIR, 1 HR/MO - 1 HR TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-04 |
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