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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-06 |
| MO | RA | APPROVED | 2020-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burgess & Associates, Llc | Ozark | MO | 06/2015 | 06/2019 |
| The O.N. Equity Sales Company | Cincinnati | OH | 06/2017 | 06/2019 |
| Ohio National Financial Services | Cincinnati | OH | 11/2016 | 06/2019 |
| Voya Financial Advisors, Inc. | Joplin | MO | 06/2019 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING, 06/2020 2) TWO'S INDOOR BASEBALL, 30 S MAIN STREET WEBB CITY MO, BASEBALL TRAINING FACILITY, OWNER/INSTRUCTOR, 10/2019, NIR, 8 HR/WK 0 HR/TRADING 3) MEDICARE 4 STATES, 30 S MAIN STREET WEBB CITY MO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,12/2019, NIR, 10 HR/WK 10/TRADING 4) TYLER AND KORTLYNN BURGESS, 30 S MAIN ST WEBB CITY MO, 10/2018, COMMERCIAL PROPERTY OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 5) MOUNT HOPE CEMETERY BOARD, 3700 N RANGELINE ROAD WEBB CITY MO, 05/2024, BOARD MEMBER, Volunteer, NIR, 1 HR/MO 0 HR/MO TRADING 6) FINANCIAL INTEGRATORS, 4140 Grand Ave., Des Moines IA 50312, 01/2025, W2 Employee, DBA Name, INV REL, 180 HR/MO, 140 HR/MO TRADING. 7) CITY OF WEBB CITY, 200 S Main Street, Webb City MO 64870, United States, 01/12/2026, Councilman, Government/Political, NIR, 1 HR/MO - 0 HR/MO TRADING 8) WEBB CITY LITTLE LEAGUE, 555 S Main St, Webb City, MO 64870, 06/01/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-01 |
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