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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-06-22 |
| IL | RA | APPROVED | 2020-06-05 |
| TX | RA | APPROVED_RES | 2020-06-03 |
Branch Locations
6323 E Riverside Blvd. Ste. 1, Rockford, IL 61114 • United States
18 East Washington St. Ste. B, West Bend, WI 53090 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger | Caledonia | IL | 09/2005 | 05/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | Present |
1) RANDALL WEALTH MANAGEMENT, 6323 E RIVERSIDE BLVD, ROCKFORD, IL, DBA, PRESIDENT FINANCIAL ADVISOR, INV REL, 09/12/05, 200 hr/mo- 132/TRADING hr 2) RANDALL WEALTH MANAGEMENT, 6323 E RIVERSIDE BLVD, ROCKFORD, IL,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,06/03/20, INV REL, PRESIDENT/FINANCIAL ADVISOR, 40 hr/mo- 4/TRADING HR. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 hr/mo - 80/TRADING 06/03/20 IAR that manages client assets or prepares financial plans for a fee. OBA form sumitted on finantial professionals behalf by CIR Home Office. time spent and income are estimated.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-05 |
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