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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-03 |
| AZ | RA | APPROVED | 2020-01-13 |
Branch Locations
3707 E Southern Ave., Mesa, AZ 85206 • United States
Apache Junction, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2019 | Present |
| Simplicity Accounting Solutions, Inc | Independence | MO | 01/2010 | Present |
| Jackson Hewitt Tax Service | Mesa | AZ | 02/2017 | 04/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) SIMPLICITY FINANCIAL PLANNING LLC, 3707 E SOUTHERN AVE, MESA, AZ, 09/2022, OWNER, BOOKKEEPING/PARAPLANNING, NIR, 10 HR/MO, 10 HR/MO TRADING. 3) TAG ADVISORS, 3707 E SOUTHERN AVE, MESA, AZ, 11/2023, OWNER, DBA, NIR, 120 HR/MO, 40 HR/MO TRADING. 4) ANNA VOLLENWEIDER DBA SIMPLICITY FINANCIAL PLANNING LLC, 3707 E SOUTHERN AVE, MESA, AZ, 12/2023, PRESIDENT, DBA, INV REL, 20 HR/MO, 10 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-05 |
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