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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | 10/2025 |
| My Echelon, Inc | Sarasota | FL | 09/2018 | 10/2023 |
| Ucsb Multicultural Center | Santa Barbara | CA | 01/2016 | 09/2018 |
| Smartpro Financial | Bradenton | FL | 10/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2025 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, START DATE 10/2025, Investment Advisor Representative, CIRA Affiliation, IR, 160 HR/MO, 120 HR/MO TRADING. 2. SMARTPRO FINANCIAL, 7970 Cooper Creek Blvd, Bradenton FL 34201, 10/2025, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 160 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-28 |
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