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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-05 |
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 |
|---|---|---|---|---|
| Valmark Securities, Inc. | Akron | OH | 07/2010 | 11/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2025 | Present |
1. DALE ELKS, CLU ESTATE PLANNING, 601 Chelsea Rd, PO Box 15161, New Bern NC 28562, United States, 08/01/1980, Agent, 1099 Contractor, NIR, 40 HR/MO - 40 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING, 11/13/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1981-08-11 |
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