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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-04-07 |
Branch Locations
6120 Parkland Blvd. Ste 101, Mayfield Heights, OH 44124 • United States
Brecksville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bob Ford Inc | Juno Beach | FL | 12/2012 | 05/2017 |
| Oakmont Country Club | Oakmont | PA | 05/2012 | 10/2016 |
| Unemployed | Mechanicsburg | PA | 06/2017 | 07/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 07/2017 | 04/2019 |
| Northwestern Mutual Investment Services Llc | Hunt Valley | MD | 07/2017 | 04/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2017 | 04/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2020 | Present |
1. MAYFIELD FINANCIAL SERVICES, 26451 CURTISS WRIGHT PARKWAY STE 100, RICHMOND HEIGHTS, OH, 04/2019. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-40/WK-4/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA.04/01/20, INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 3.MAYFIELD WEALTH MANAGEMENT DBA MAYFIELD FINANCIAL SERVICES, 6120 Parkland Blvd, Suite 101, Mayfield Heights OH 44124, United States, 09/16/2024, IAR, DBA, INV REL 160HR/MO 160 Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-11 |
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