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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-27 |
Branch Locations
389 Main St., Ste. 101 , Malden, MA 02148 • United States
1880 S. Dairy Ashford Rd, Suite 554 , Houston, TX 77077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc | Philadelphia | PA | 08/2007 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2026 | Present |
| Cardtronics Plc | Houston | TX | 09/2015 | 09/2017 |
| Centrica/Direct Energy | Houston | TX | 09/2017 | 01/2021 |
| Centrica | Houston | TX | 01/2021 | 03/2025 |
| Centrica | Houston | TX | 01/2021 | 03/2025 |
| Cambridge Investment Research Adviosr, Inc. | Fairfield | IA | 07/2026 | Present |
1. INSURANCE, 4510 VALERIE STREET, BELLAIRE TX 77401, 07/2026, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 1 HR/MO - 1 HR/MO TRADING. 2. 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 | 2025-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-08 |
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