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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-07-23 |
Branch Locations
6300 Ridglea Pl Ste 801, Fort Worth, TX 76116 • United States
28555 Orchard Lake Road, Suite 100 Farmington Hil, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Avantax Wealth Management | Coppell | TX | 07/2023 | 01/2024 |
| Chipotle Mexican Grill | East Lansing | MI | 01/2023 | 03/2023 |
| Sigma Investment Counselors | Northville | MI | 05/2022 | 08/2022 |
| Michigan State University | East Lansing | MI | 09/2021 | 05/2022 |
| Doordash Inc | San Francisco | CA | 05/2021 | 08/2021 |
| Rochester Chop House | Rochester | MI | 04/2019 | 08/2019 |
| Dairy Treat | Rochester Hills | MI | 05/2018 | 10/2018 |
| Unemployed | Shelby Township | MI | 07/2014 | 05/2018 |
| Unemployed | Shelby Township | MI | 11/2018 | 03/2019 |
| Unemployed | Shelby Township | MI | 09/2019 | 04/2021 |
| Unemployed | Shelby Township | MI | 09/2022 | 12/2022 |
| Unemployed | Unemployed | MI | 04/2023 | 06/2023 |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 07/2026 | Present |
1. RETIREMENT & WEALTH STRATEGIES, 28555 Orchard Lake Rd, Suite 100, Farmington HIlls MI 48334, United States, 01/29/2024, W2 Employee, INV REL, 160 HR/MO - 120 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 | 2024-10-23 |
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