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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-12 |
Branch Locations
14900 Interurban Ave. S, #271-140, Tukwila, WA 98168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 11/2017 | 06/2025 |
| Smash Pickleball | Auburn | WA | 01/2016 | 11/2017 |
| Bank Of America, N.A. | Bellevue | WA | 02/2018 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. THERESA TRINIDAD, 14900 INTERURBAN AVE. Suite #271-140, Tukwila WA 98168, United States, 06/09/2025, Agent, 1099, NIR, 10 HR/MO - 2 HR/MO TRADING 2. PLANNING FOR GOOD, 14900 INTERURBAN AVE, #271-140, Tukwila WA 98168, United States, 06/09/2025, Financial Advisor, DBA Name, INV REL, 40 HR/MO - 40 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 06/12/2025 4. THERESA TRINIDAD, Seattle WA 98116, United States, 06/10/2025, Owner, Author/Educator/Podcast/Speaker, NIR, 1 HR/MO - 0 HR/MO TRADING 5. Libre Advisor Network, One West Boylston Street, Suite 202, Worcester MA 01605, United States, 09/2025, Financial Advisor, DBA Name, Not Investment Related, 160 HR/MO, 160 HR/MO Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-14 |
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