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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-08-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 08/2004 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2016 | 02/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2026 | Present |
1) JOSH BOLAN, 5940 E CENTRAL, WICHITA, KS, 08/2004, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 100 HR/MO, 100 HR/MO TRADING. 2) JBS RETIREMENT SOLUTIONS, 340 OAKMONT CT, ANDOVER, KS, 08/2005, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 80 HR/MO, 60 HR/MO TRADING. 2) KAP 2560, LLC, 2560 S ROCK RD, WISHITA, KS, 10/2019, OWNER, REAL ESTATE, NIR, 10 HR/MO, 10 HR/MO TRADING. 3) KAP 1631, LLC, 1631 E 1ST N, WICHITA, KS, 04/2021, OWNER, REAL ESTATE, NIR, 5 HR/MO, 5 HR/MO TRADING. 4) JTB 1224, LLC, 1222-1224 E KINKAID, WICHITA, KS, 12/2023, OWNER, REAL ESTATE, NIR, 6 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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