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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-11-17 |
| AL | RA | APPROVED | 2017-04-05 |
Branch Locations
805 Plainfield Rd. Suite 217C, Darien, IL 60561 • United States
Huntsville, AL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mb Financial Bank, Na | Rosemont | IL | 03/2008 | 09/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2017 | Present |
| Cambridge Investment Research | Fairfield | IA | 01/2020 | Present |
1) MATT WEBERLING, 1014 WILLOW LN, DARIEN, IL, 01/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2018, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 3) MATT WEBERLING, DOWNERS GROVE, IL, 12/2023, 1099 CONTRACTOR, DOOR DASH, NIR, 40 HR/MO, 20 HR/MO TRADING. 4) WEALTHBRIDGE FINANCIAL ADVISORS, 805 Plainfield Rd.Ste. 217C, Darien IL 60561, United States, 09/05/2018, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
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