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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-25 |
| MI | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Big Rapids | MI | 06/2014 | 07/2018 |
| Full Time Education | Big Rapids | MI | 08/2018 | 05/2019 |
| Mannix Fabrication | Canadian Lakes | MI | 12/2018 | 08/2019 |
| Caterpillar | Milwaukee | WI | 06/2020 | 08/2020 |
| Lincoln Electric Company | Cleveland | OH | 06/2021 | 08/2021 |
| Lincoln Electric Company | Cleveland | OH | 06/2022 | 05/2023 |
| Lerner Csernai Fath Financial Group | Big Rapids | MI | 06/2023 | Present |
| Full Time Education | Big Rapids | MI | 08/2019 | 05/2020 |
| Full Time Education | Big Rapids | MI | 08/2020 | 05/2021 |
| Full Time Education | Big Rapids | MI | 08/2021 | 05/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2023 | 01/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 01/2025 2) LERNER FINANCIAL LLC, 15505 Waldron Way, Big Rapids MI 49307, 03/2025, Investment Advisor, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-10 |
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