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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
Plain City, OH • United States
5930 Wilcox Place, Suite H, Dublin, OH 43016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2014 | 09/2024 |
| Saints And Sinners Golf League | Dublin | OH | 05/2004 | Present |
| Step Up Wealth Management, Llc | Dublin | OH | 03/2015 | Present |
| Gilmore Enterprises, Inc Dba Ga Financial Resources | Plain City | OH | 03/1996 | Present |
| Cambridge Investment Research, Inc. | Faifield | IA | 09/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2024 | Present |
1) SAINTS AND SINNERS GOLF LEAGUE, 9600 Ward Rd, Plain City OH 43064, 02/01/2004, Director, Administrative, NIR, 5 HR/MO, 0 HR/MO TRADING. 2) STEP UP WEALTH MANAGEMENT, LLC, 5930 Wilcox Pl Ste H, Dublin OH 43016, 06/01/2014, Owner, Using a Trade Name/DBA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 3) GILMORE ENTERPRISES, INC, 9600 Ward Rd, Plain City, OH 43064, United States, 06/01/2014, President, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 5 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 09/18/2024 5) STEP UP WEALTH MANAGEMENT, LLC, 5930 Wilcox Pl Ste H, Dublin OH 43016, 06/2014, Owner, DBA Name, NIR, 0 HR/MO, 0 HR/MO TRADING 6) YOUNGEVITY/GILMORE ENTERPRISES, INC, 9600 Ward Rd, Plain City OH 43064, 03/2026, Coach, Consulting/Coaching, NIR, 1 HR/MO, 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-27 |
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