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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
Branch Locations
640 Brooker Creek Blvd., Ste. 400 , Oldsmar, FL 34677 • United States
4767 New Broad St., Ste. 1034 , Orlando, FL 32814 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 04/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Tampa | FL | 03/2020 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2026 | Present |
1. DAVID N. SOIFERMAN, 640 Brooker Creek Blvd, Ste 400, Oldsmar FL 34677, United States, 07/2026, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 160 HR/MO - 160 HR/MO TRADING. 2. DAVID N. SOIFERMAN, 6808 N River Shore Drive, Ste 400, Tampa FL 33604, United States, 07/2026, OWNER, REAL ESTATE, NIR, 3 HR/MO - 0 HR/MO TRADING. 3. TAMPA GATOR CLUB, 6808 N River Shore Drive, Ste 400, Tampa FL 33604, United States, 07/2026, BOARD MEMBER, VOLUNTEER, NIR, 3 HR/MO - 0 HR/MO TRADING. 4. BULL AND BEAR WEALTH MANAGEMENT, 640 Brooker Creek Blvd, Ste 400, Oldsmar FL 34677, United States, 07/2026, INVESTMENT ADVISOR REPRESENTATIVE, DBA NAME, INV REL, 160 HR/MO - 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-03 |
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