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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2020-06-05 |
| TX | RA | APPROVED_RES | 2020-05-27 |
Branch Locations
3535 Grandview Parkway Suite 400, Birmingham, AL 35243 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 09/2010 | 02/2018 |
| Lpl Financial Llc | Birmingham | AL | 02/2018 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING, 06/2020 2) ROBERT LOTT, 3535 GRANDVIEW PARKWAY STE 400 BIRMINGHAM AL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 06/2020, INV REL, 8 HR/MO 8/TRADING HR 3) GREYSTONE CAPITAL MANAGEMENT INC, 3535 GRANDVIEW PARKWAY SUITE 400 BIRMINGHAM AL, 06/2020, IAR, DBA, INV REL, 100 HR/MO 50 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-28 |
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