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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-07-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Investments & More Inc | Lantana | FL | 01/2003 | Present |
| Voya Financial Advisors, Inc. | Lantana | FL | 06/2015 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2018 | Present |
1.INSURANCE INVESTMENTS & MORE INC, 814 LANTANA RD, STE 5, LANTANA, FL, 1/2003 AS OWNER/PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 30/TRADING. 2.SERVICE INSURANCE ASSOCIATES INC, 814 LANTANA RD, STE 5, LANTANA, FL, 10/1984 AS OWNER/PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 0/TRADING. 3.INDEPENDENT INSURANCE AGENT, 814 LANTANA RD, STE 5, LANTANA, FL, 11/1977 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 30/TRADING. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 5.LAKE OSBORNE ESTATES CIVIC ASSOCIATION INC, LAKE WORTH, FL, 10/1987. CHAIRMAN OF THE BOARD OF DIRECTORS. NIR-3/MO-0/TRADING.
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