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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-29 |
| TX | RA | APPROVED_RES | 2024-10-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Cornucopia Wealth Management, Llc | Tallahassee | FL | 12/2004 | Present |
| Sii Investments Inc | Tallahassee | FL | 02/2009 | 12/2017 |
| Ele Wealth Advisors, Inc | Southfield | MI | 01/2018 | 06/2018 |
| Ele Advisory Services, Llc | Southield | MI | 01/2018 | 06/2018 |
| Next Financial Group | Tallahassee | FL | 06/2018 | 10/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
1) ROBERT KENON, 630 WEST BREVARD STREET TALLAHASSEE FL, 10/16/2024, Agent, Insurance/Benefits/Human Resources, INV REL, 25 HR/MO 10 HR/MO TRADING 2) CORNUCOPIA WEALTH MANAGEMENT LLC, 630 WEST BREVARD STREET TALLAHASSEE FL, 10/2022, IAR, DBA, INV REL, 5 HR/MO 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING, 10/29/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-01 |
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