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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-06-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Roxboro | NC | 07/2011 | 10/2017 |
| Liberty Partners Financial Services, Llc | Mt. Pleasant | SC | 10/2017 | 06/2022 |
| Modern Capital Advisors, Llc | Mount Pleasant | SC | 10/2017 | 06/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2022 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/08/2022 2. LAKEVIEW WEALTH MANAGEMENT, 530 Westover Drive, Roxboro, NC, USA NC 27573, United States, 12/20/2022, Investment Advisor Representative, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 10 HR/MO TRADING 3. KIWANIS CLUB OF ROXBORO, P.O. Box 1343, Roxboro NC 27573, 01/2025, SECRETARY, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 5 HR/MO TRADING. 4. LAKEVIEW WEALTH MANAGEMENT, 530 Westover Drive, Roxboro, NC, USA NC 27573, 12/2022, Investment Advisor Representative, DBA Name, INV REL, 10 HR/MO, 10 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
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