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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| MI | RA | APPROVED | 2019-02-01 |
Branch Locations
5017 Plainfield Ave Ne, Grand Rapids, MI 49525 • United States
3750 Fortune Blvd., Saginaw, MI 48603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wirt-Rivette Group | Saginaw | MI | 11/2015 | 05/2017 |
| Unemployed | Saginaw | MI | 05/2017 | 07/2017 |
| Voya Financial Advisors, Inc. | Saginaw | MI | 03/2017 | 02/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 40/WK 7/TRADING. SEE EMPLOYMENT FOR START DATE. 2. INDEPENDENT INSURANCE AGENT, 4600 FASHION SQUARE BLVD STE 110 SAGINAW MI, 08/2017. VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2/MO 2/TRADING. 3. RETIREMENT & WEALTH STRATEGIES (RWS FINANCIAL GROUP), 28555 ORCHARD LAKE RD, SUITE 100, FARMINGTON HILLS, MI 48334, 02/2019, INVESTMENT ADVISOR REPRESENTATIVE, USING A TRADE NAME/DBA, INV REL, 160 HR/MO - 32 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
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