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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2026-01-23 |
| VI | RA | APPROVED | 2022-08-31 |
| VA | RA | APPROVED | 2018-04-05 |
| TX | RA | APPROVED | 2017-11-14 |
Branch Locations
65 Shenandoah Ave. Ste. 206, Daleville, VA 24083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccf Investments, Inc. | Greensboro | GA | 10/2012 | 06/2017 |
| Capital Choice Investment Advisers | Greensboro | GA | 08/2016 | 06/2017 |
| Capital Choice Financial Services | Greensboro | GA | 01/2009 | Present |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 09/2017 |
| The Emissary Group | Charlotte | NC | 10/2014 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | Present |
1.SMARTPRO FINANCIAL, 65 Shenandoah Ave, Suite 206, Daleville VA 24083, United States, START DATE 09/2017, Founder, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF RIA, INVREL, 20HRS/WK, 20HRS/TRADING, SEE EMPLOYMENT HISTORY FOR START DATE 3.XCEL2FITNESS, 2911 SETON DR, MATTHEWS, NC, 9/2015, BOARD MEMBER, NIR, 5HRS/MO, 2HRS/TRADING. 4.THE EMISSARY GROUP, LOWELL, NC, 10/2014, AS PRESIDENT OF CONSULTING BUSINESS, NIR, 5HRS/MO, 0HRS/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-04 |
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