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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-07-14 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
124 N Water St. Ste. 20, Rockford, IL 61107 • United States
124 N Water St. Ste. 204, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Des Moines | IA | 09/2014 | 07/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 07/01/20 2) WATERSIDE FINANCIAL ADVISORS, LLC, 124 N WATER STREET, SUITE 20, ROCKFORD, IL, DBA- 03/25/17, INV REL, 25/WK- 5/TRADING 3) MARK W LOTZER, 124 N Water Street, Suite 20, Rockford IL 61107, 01/1982 INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 60 HR/MONTH 8 HR/MONTH TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-23 |
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