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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-08-01 |
Branch Locations
12725 Sw 66Th Ave Ste 102, Portland, OR 97223-2553 • United States
Lake Oswego, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Reserve | Portland | OR | 03/2019 | Present |
| Northwestern Mutual | Orlando | FL | 07/2017 | 02/2019 |
| Haven Bar And Grill | Lopez Island | WA | 06/2015 | 09/2018 |
| Rollins College | Winter Park | FL | 08/2014 | 05/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2019 | Present |
1. FINANCIAL RESERVE, 12725 SW 66TH AVE STE 102, PORTLAND OR, 03/2019. PERSONAL ECONOMIC ADVISOR, COUNSELING IN CAREER AND PERSONAL FINANCIAL MANAGEMENT. NIR-15/WK-5/TRADING. 2. INDEPENDENT INSURANCE AGENT, 12725 SW 66TH AVE STE 102, PORTLAND, OR, 03/2019. FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-5/WK-2/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4. LAKE OSWEGO CHAMBER OF COMMERCE, 459 THIRD STREET, LAKE OSWEGO, OR, VOLUNTEER FUNDRAISING COMMITEE MEMBER, 01/16/20, NIR, 8/MO- 5/TRADING 5. MUSIC PRODUCTION, 1953 INDIAL TRAIL, LAKE OSWEGO, OR, 11/01/20, NIR, 5/WK- 0/TRADING 6. AP TAX - OBA, 12725 SW 66th Ave, Ste 102, Portland OR 97223, United States, 10/20/2025, Referral source, Referrals, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-27 |
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