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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-08-21 |
Branch Locations
5570 Pebble Village Lane Ste. 200, Noblesville, IN 46062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagner Cpa Group Llc | Fishers | IN | 01/2018 | Present |
| Wetzel Cpa Group Inc | Fishers | IN | 12/2016 | 12/2017 |
| Nelbud Services Group | Indianapolis | IN | 08/2015 | 12/2016 |
| Lincoln Financial Securities | Noblesville | IN | 09/2018 | 08/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 08/21/20, INV REL, 20/WK- 220/TRADING 2) WAGNER CPA GROUP, LLC, 11976 FISHERS CROSSING DRIVE, FISHERS, IN, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, 01/02/18, OWNER, NIR, 60/WK- 40/TRADING 3)DREW WAGNER, 9965 WILD TURKEY ROW, MCCORDSVILLE, IN, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/01/19, NIR, 4/MO- 0/TRADING 4) PROSPERITY FINANCIAL ADVISORS, 5570 Pebble Village Lane, Suite 200, Noblesville IN 46062, United States, 10/22/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1/MO 1/MO Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-08 |
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