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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-05 |
| OH | RA | APPROVED | 2019-08-03 |
Branch Locations
30000 Chagrin Boulevard Suite 300, Cleveland, OH 44124 • United States
Orange, OH • United States
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 | 07/2010 | 11/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2010 | 11/2017 |
| Sagepoint Financial, Inc. | Beachwood | OH | 10/2017 | 07/2019 |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2019 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10HR/WK -10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) LEO ROSNER, 30000 Chagrin Boulevard, Suite 300, Cleveland OH 44124, 05/2000, Owner, Insurance/Benefits/Human Resources, NIR, 24 HR/MO, 8 HR/MO TRADING 3) WEALTH STRATEGY ADVISORS LLC, 30000 Chagrin Boulevard, Suite 300, Cleveland OH 44124, 09/1985, Owner, Insurance/Benefits/Human Resources, NIR, 8 HR/MO, 0 HR/MO TRADING 4) REAL ESTATE / 3201 Enterprise Parkway, Suite 100, Beachwood OH 44122 / 09/19/2022 / NIR / OWNER - OFFICE SPACE / 1 HR/MO - 0 HR/MO TRADING 5) LEO ROSNER, 3201 Enterprise Parkway, Suite 100, Beachwood OH 44122, 09/2022, President, Real Estate, NIR, 1 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-12 |
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