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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-03 |
| FL | RA | APPROVED | 2022-09-28 |
Branch Locations
250 Catalonia Ave Suite 600, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 11/2020 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2022 | Present |
| Massmutual (Mmlis)/ Coastal Wealth | Fort Lauderdale | FL | 08/2017 | 07/2020 |
| 1099 Contractor | Miami | FL | 07/2020 | 10/2020 |
| Florida State University | Tallahassee | FL | 06/2013 | 08/2017 |
| Florida International University | Miami | FL | 01/2020 | 10/2021 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 09/2022 | Present |
1) FINANCIAL CHARTERS GROUP WEALTH MANAGEMENT / 250 Catalonia Avenue, Suite 600, Coral Gables FL 33134 / 10/01/2020 / NIR / ADMIN ASSISTANT / 160 HR/MO - 140 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 10/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-22 |
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