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3550 Rowe Lane, Cumming, GA 30041 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2019-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2011 | 01/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2011 | 01/2019 |
| Investment Planning Advisors | Cumming | GA | 02/2008 | 04/2025 |
| Investment Planning Advisors | Cumming | GA | 04/2025 | Present |
1.OWNER OF RENTAL OFFICE SPACE,327 DAHLONEGA ST STE 503, CUMMING, GA, 1/2018. NIR - 0 HRS. 2.FORSYTH COUNTY REPUBLICAN PARTY; NOT INVESTMENT-RELATED; CUMMING, GA; TREASURER; START DATE: 4/2023; APPROX. 20 HRS/MO OUTSIDE TRADING HOURS; DUTIES INCLUDE BOOKKEEPING AND FUNDRAISING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-06 |
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