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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-02 |
| CA | RA | APPROVED | 2014-02-25 |
Branch Locations
4633 Old Ironsides Drive., Ste. 430, Santa Clara, CA 95054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc | Fairfield | IA | 02/2014 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 02/2014 | Present |
1) SPECIAL NEEDS PLANNING GROUP, 4633 Old Ironsides Drive, Suite 430, Santa Clara, CA 95054, 05/2014, Founder, Insurance / Benefits / Human Resources Services, INV REL, 20 HR/MO - 4 HR/MO TRADING 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) SPECIAL NEEDS PLANNING GROUP INC., 4633 Old Ironsides Drive, Suite 430, Santa Clara, CA 95054, 01/2026, Founder, Owner / Partner of Business Entity, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-05 |
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