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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
| GA | RA | APPROVED | 2018-05-01 |
Branch Locations
5784 Lake Forrest Dr. Ste 220, Atlanta, GA 30328 • United States
2487 Demere Rd. Suite 200, St. Simons Island, GA 31522 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Atlanta | GA | 10/2003 | 04/2018 |
| Park Avenue Securities | Atlanta | GA | 11/2003 | 04/2018 |
| Peachtree Planning Corporation | Atlanta | GA | 10/2003 | Present |
| Guardian Life Insurance Co Of America | St. Simons Island | GA | 12/2006 | 05/2018 |
| Park Avenue Securities Llc | St. Simons Island | GA | 12/2006 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | Present |
1) Terry College of Business Emeritus Board Of Directors Serve on Board, 07/01/2000, 600 SOUTH LUMPKIN STREET, University of Georgia, Athens GA, NIR, 10 HR/YR- 10/TRADING HR. 2) Burch Investment Properties, L.L.C., Rental of Real Estate 06/01/2008, 210 Meeting Lane, Atlanta, Georgia 10 HR/YR- 10/TRADING HR. 3) Lighthouse Financial Advisors, L.L.C. - Insurance Services, 1612 Frederica Road, Suite 201, St. Simons Island, GA 12/01/06, INV REL, Group Medical, Dental, Long Term Disability, Group Life, and Dental Coverages. 50 HR/YR- 20 TRADING HR. 4) ADVISOR SOUTH HOLDINGS, LLC, 2878 JOHNSON FERRY RD, STE 150, MARIETTA, GA, AFFILIATED COMPANY OWNERSHIP- MEMBER-INV REL, 3/MO- 0/TRADING 5) LIGHTHOUSE FINANCIAL ADVISORS, LLC, 1612 FREDERICA ROAD, STE 201, ST SIMONS ISLAND, GA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/01/06, OWNER, INV REL, 50/YR- 20/TRADING 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 05/01/18 7) DEMERE HOLDINGS CONDOMINIUM ASSOCIATION, INC., 2487 Demere Road, Suite 200, Saint Simons Island GA 31522, 03/2025, President, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING. 8) FIELD ADVISORY BOARD: ASSETMARK TRUST, AssetMark Trust, Concord CA 94520, United States, START DATE 01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, HR/MO 1, HR/MO TRADING 1 9) BURCH HOLDINGS, LLC, 2487 Demere Rd. Suite 200, Saint Simons Island GA 31522, United States, 01/01/2026, Owner, DBA Name, NIR, 160 HR/MO - 130 HR/MO TRADING 10) LAMBDA CHI ALPHA FRATERNITY, Lambda Chi Alpha Fraternity, 10 West Carmel Drive, Suite 220, Carmel IN 46032, 07/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 4 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-29 |
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