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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-31 |
Branch Locations
2700 N Central Ave Ste 1200, Phoenix, AZ 85004 • United States
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 |
|---|---|---|---|---|
| Self-Employed | Denver | CO | 09/2014 | 09/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2018 | 02/2022 |
| Self-Employed | Scottsdale | AZ | 09/2017 | 06/2026 |
| Wells Fargo | Denver | CO | 05/2017 | 07/2017 |
| Fidelity Investments | Boston | MA | 02/2022 | 09/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| 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 | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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