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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-15 |
| WI | RA | APPROVED | 2024-07-17 |
| TX | RA | APPROVED | 2013-05-06 |
Branch Locations
2202 Timberloch Place Suite 100, The Woodlands, TX 77380 • United States
Lake Geneva, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) SYNERGY WEALTH MANAGEMENT, 950 ECHO LN, STE 370, HOUSTON, TX 77024. BEGAN 5/2013 AS SOLE PROPRIETOR OF INSURANCE BUSINESS. DEVOTES 5 HR/WK- 1 HR/TRADING. 3) GOODWIN & MENARD LLC dba STERLING TOTAL WEALTH SOLUTIONS, 2204 TIMBERLOCH PL 227 THE WOODLANDS TX, 12/2016, OWNER, LLC FOR TAX LIABILITY PURPOSES, INV REL 140 HR/MONTH 140 HR/MONTH TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/06/2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-16 |
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