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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lerner Financial | Big Rapids | MI | 11/2025 | Present |
| Evart Public Schools | Evart | MI | 08/2025 | 10/2025 |
| Carmichael Farms | Evart | MI | 06/2016 | 09/2025 |
| Birch Valley Golf Course | Sears | MI | 06/2023 | 08/2023 |
| Northwood University | Midland | MI | 08/2022 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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