Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-21
  • TX RA
    APPROVED
    Since 2016-04-21

Branch Locations

5307 Hwy 290 West Ste B-4, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Texas National Guard Austin TX 02/1981 Present
Priority Planning Financial Consultants Austin TX 01/1997 Present
Claunch Holdings, Gp Llc Spicewood TX 08/2015 Present
Claunch Holdings, Lp Spicewood TX 08/2015 Present
Cambridge Investment Research, Inc. Fairfield IA 04/2016 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 04/2016 Present
  • 02/1981 → Present
    Texas National Guard
    Austin, TX
  • 01/1997 → Present
    Priority Planning Financial Consultants
    Austin, TX
  • 08/2015 → Present
    Claunch Holdings, Gp Llc
    Spicewood, TX
  • 08/2015 → Present
    Claunch Holdings, Lp
    Spicewood, TX
  • 04/2016 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 04/2016 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1-PRIORITY PLANNING BENEFITS CONSULTANTS, 5307 HWY 290 W, STE 4, AUSTIN, TX, 1/2011 AS OWNER OF SOLE PROP/AGENT SELLING/SERVICING GROUP LIFE & HEALTH INSURANCE THROUGH VARIOUS INSURANCE COMPANIES. INV REL - 20 HR/WK - 20/TRADING. 2-PRIORITY PLANNING FINANCIAL CONSULTANTS,5307 HWY 290 W, STE 4, AUSTIN, TX, 1/1997 AS FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 20 HR/WK - 20/TRADING. 3-CLAUNCH HOLDINGS GP, 24120 OSCAR ROAD, SPICEWOOD, TX, 10/2015 AS PARTNER. NIR - 5 HR/MO - 0/TRADING. 4-CLAUNCH HOLDINGS LP, 24120 OSCAR ROAD,SPICEWOOD, TX, 10/01/2015 AS PARTNER. LP OWNS FAMILY RANCH. NIR - 5 HR/MO - 0/TRADING. 5-MITCHELL REV LIVING TRUST, PEACH TREE CITY, GA, 2/2012 AS CO-TRUSTEE. NIR - 5 HR/YR - 0/TRADING. 6-LUCKY FOUR C LLC, 24120 OSCAR RD, SPICEWOOD, TX, 2/2018, OWNER OF RANCH MANAGEMENT, NIR, 40HRS/YR, OHRS/TRADING. 7.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING 04/21/16. 8. TWIN ISLES POA, PO Box1112, Kingsland TX 78639, United States, 07/20/2024, Board Member, Volunteer, NIR, 2 HRS/MO, O HR/TRADING

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-04-12
  • S63 Uniform Securities Agent State Law Examination
    1993-04-12
Designations
Other Names
  • Oma Dixon Claunch

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor