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500 N Street Suite 30, Sacramento, CA 95814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2010 | 04/2023 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2010 | 04/2023 |
| Strategic Advocates, Llc | Logan | UT | 04/2023 | Present |
| Crown Capital Securities, L.P. | Sacramento | CA | 04/2023 | 03/2024 |
Independent licensed insurance agent for various carriers; Investment-Related; 55 Pine Knoll, Unit 4, Walnut Creek, CA; Independent Insurance Agent; Start Date: 10/1971; 10 hours devoted weekly; 0 hours devoted during trading hours; Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-13 |
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