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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-05 |
| AZ | RA | APPROVED | 2008-01-15 |
Branch Locations
4500 S Lakeshore Dr Ste 500, Tempe, AZ 85282 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2004 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2006 | Present |
1) CIRA 1776 PLEASANT PLAIN RD FAIRFIELD, IA 52556. BEGAN 03/30/2004 AS IAR, THAT MANAGES CLIANT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. INVESTMENT RELATED. DEVOTES 2 HRS/WK. 1 HR DURING TRADING. 2) LEGACY FINANCIAL GROUP 4500 S LAKESHORE DR. #275 TEMPE, AZ 85282. BEGAN 01/01/2010 AS AGENT, THAT OCCASIONALLY SELLS LIFE INSURANCE AND LONG TERM CARE INSURANCE. NOT INVESTMENT RELATED. DEVOTES 10 HRS/YR. NONE DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-30 |
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