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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-06-02 |
| NE | RA | APPROVED | 2009-08-28 |
Branch Locations
770 North Cotner Blvd Ste 300, Lincoln, NE 68505 • 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 |
|---|---|---|---|---|
| Benefit Planning Specialist, Inc | Lincoln | NE | 08/1975 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2009 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) BENEFIT PLANNING SPECIALIST, INC., 770 North Cotner Blvd, Ste 300, Lincoln NE 68505, 08/29/2009, Founder, Insurance/Benefits/Human Resources, NIR, 200 HR/MO, 36 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-22 |
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