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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-03 |
Branch Locations
430 W Warner Road Suite 123, Tempe, AZ 85284 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 08/2014 | 12/2019 |
| Arizona State Senate | Phoenix | AZ | 01/2017 | 05/2017 |
| Arizona State University, Financial Aid Office | Tempe | AZ | 06/2014 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2017 | 08/2022 |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2023 | 01/2024 |
| Twenty-First Century Group, Inc. | Washington | DC | 07/2021 | 07/2022 |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2024 | Present |
| Self-Employed | Mesa | AZ | 08/2022 | 04/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1) SUMMIT FINANCIAL SOLUTIONS, 430 W WARNER DR STE 123, TEMPE AZ, 03/2024, USING A TRADE NAME/DBA, INV REL, 60 HR/MO - 60 HR/MO TRADING 2) PJ ADVISOR GROUP, 430 W WARNER DR STE 123, TEMPE AZ, 03/2024, USING A TRADE NAME/DBA, INV REL, 60 HR/MO - 60 HR/MO TRADING 3) WORK LIFE PLANNERS, Mesa AZ 85212, 04/2025, Owner, 1099, NIR, 10 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-05 |
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