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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-02 |
| OH | RA | APPROVED | 2021-08-23 |
Branch Locations
3700 Massillon Rd. Ste. 370, Uniontown, OH 44685 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Akron | OH | 11/2009 | 08/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2021 | Present |
1) PS WEALTH STRATEGIES LLC, 730 Red Rock Dr, Wadsworth OH 44281, 10/2009, Owner/Partner of a Business Entity, LLC that income, NIR 5 HR/MO - 0 HR/MO TRADING 2) WADSWORTH UNITED METHODIST CHURCH, 195 Broad St, Wadsworth OH 44281, 01/2010, member of church finance committee, NIR, 2 HR/MO - 0 HR/MO TRADING 3) PS WEALTH STRATEGIES LLC, 3700 MASSILLON RD SUITE 370 UNIONTOWN OH 44685, 11/2023, OWNER, DBA, INV REL, 210 HR/MO 180 HR/MO TRADING 4) NETTWORTH FINANCIAL GROUP, 3700 Massillon Rd., Suite 370, Uniontown OH 44685, 08/07/2021, This is a marketing name- there is no ownership role, Marketing, NIR, 10 HR/MO, 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-11 |
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