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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-10 |
| IL | RA | APPROVED | 2009-04-16 |
Branch Locations
1700 E Golf Road Suite #250, Schaumburg, IL 60173 • 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 |
|---|---|---|---|---|
| Agency For Planned Benefits, Inc. | Park Ridge | IL | 07/1985 | 12/2018 |
| Heritage Ins Inc | Park Ridge | IL | 05/1996 | 07/2017 |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2009 | Present |
| Preferred Planning Concepts | Des Plaines | IL | 01/2000 | Present |
1) PREFERRED PLANNING CONCEPTS, LLC, 1700 E GOLF RD STE 250, SCHAUMBURG IL 60173, 05/01/2002, INVESTMENT ADVISOR REPRESENTATIVE, INSURANCE/BENEFITS/HUMAN RESOURCES, INV REL, 160 HR/MO - 150 HR/MO TRADING 2) LYDECKER FINANCIAL SERVICES, LTD. 13010 ROCK SPRINGS LANE, HUNTLEY, IL 11/1/2011 AS OWNER/CEO. THE SUB-S CORPORATION FOR TAX LIABILITY. INVESTMENT RELATED. DEVOTES 0 HRS/WK. NOT INVESTMENT RELATED. 3) CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 11/16/2022, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 150 HR/MO TRADING 4) CAROL'S WAY FOUNDATION, 5087 WASHINGTON STREET, WESTMONT, IL, BOARD MEMBER OF A NON-PUBLIC ENTITY, 11/01/19, NIR, 20/R- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-21 |
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