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153 W Patrick Street, Frederick, MD 21701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-03 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2013 | 07/2019 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 01/2013 | 07/2019 |
| Turning Point Financial | Frederick | MD | 07/2019 | Present |
| Turning Point Benefit Group (Dba: Turning Point Financial) | Frederick | MD | 01/1994 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-13 |
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