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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-09-09 |
| FL | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED | 2021-03-02 |
Branch Locations
11 N. Water Street, Ste. 10290, Mobile, AL 36602 • United States
Auburn, AL • United States
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2018 | Present |
| Travel Team Usa | Bradenton | FL | 07/2015 | 12/2017 |
| Manatee County School Board | Bradenton | FL | 12/2011 | 09/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2021 | Present |
1) SMARTPRO FINANCIAL, 6710 PROFESSIONAL PARKWAY, STE 305, SARASOTA, FL, 11/15/18,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1/WK- 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 3) SMARTPRO FINANCIAL / 6710 Professional Parkway West Suite 305, SARASOTA FL 34240 / 01/10/2022 / INV REL / ADVISER - HOUSE ACCOUNTS / 46 HR/MO - 40 HR/MO TRADING 4) CYNTHIA ROBERTSON, 6710 Professional Parkway West Suite 305, SARASOTA FL 34240, United States, 01/10/2022, W2 Employee, DBA Name, INV REL, 46 HR/MO - 40 HR/MO TRADING 5) SMART PRO FINANCIAL, 65 Shenandoah Ave, Daleville VA 24083, United States, 11/2018, Investment Advisor Representative, DBA Name, INV REL, 30 HR/MO - 30 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-27 |
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