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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-26 |
Branch Locations
1321 Sw Eagles Parkway , Grain Valley, MO 64029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell And Reed Lpl Financial | San Diego | CA | 04/2019 | 01/2022 |
| Scarbrough Financial | Santa Rosa | CA | 01/2022 | 09/2024 |
| Commerce Trust Company | Kansas City | MO | 04/2014 | 04/2019 |
| Matt Melton | Leawood | KS | 09/2024 | 11/2024 |
| Matthew Melton | Leawood | KS | 11/2024 | 11/2024 |
| Northwestern Mutual Investment Services Llc | Leawood | KS | 11/2024 | 10/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2025 | 10/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | 02/2026 |
| Capital Investment Management | Lee's Summit | MO | 11/2025 | 02/2026 |
| Unemployed | Lees Sumitt | MO | 02/2026 | 05/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-21 |
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