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7880 Backlick Road Suite One, Springfield, VA 22150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-01-27 |
Branch Locations
7880 Backlick Road Suite One, Springfield, VA 22150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 10/2019 | Present |
| Cambridge Investment Research | Fairfield | IA | 10/2019 | Present |
| James Madison University | Harrisonburg | VA | 01/2016 | 05/2017 |
| Wealthcrest Financial Services | Springfield | VA | 05/2017 | 08/2017 |
| James Madison University | Harrisonburg | VA | 08/2017 | 05/2018 |
| Wealthcrest Financial Services | Springfield | VA | 06/2018 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 12/2018 |
| Wealthcrest Financial Services | Springfield | VA | 01/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/04/21 2) WEALTHCREST FINANCIAL SERVICES, LLC, 7882 BACKLICK RD, STE 1, SPRINGFIELD, VA, ADV REP OF A REGISTERED INV ADV, RIA, 01/05/21, INV REL, 10 HR/WK- 1/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-09 |
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