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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-16
  • IA RA
    APPROVED
    Since 2025-09-16

Branch Locations

2229 E Grantview Lane #1, Coralville, IA 52241 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chick-Fil-A Davenport IA 06/2017 06/2021
University Of Iowa Hospital & Clinics Iowa City IA 06/2021 12/2021
University Of Iowa Iowa City IA 12/2021 03/2022
Hyvee Iowa City IA 03/2022 05/2022
University Of Iowa Iowa City IA 05/2022 08/2022
Midwestone Bank Iowa City IA 08/2022 08/2023
Transamerica Cedar Rapids IA 08/2023 12/2023
Legacy Wealth Management | Principal Tiffin IA 12/2023 02/2025
Financial Integrators Coralville IA 02/2025 Present
Jordan Catholic School Rock Island IL 08/2014 06/2017
Cambridge Investment Research, Inc. Fairfield IA 02/2025 09/2025
Cambridge Investment Research, Inc. Fairfield IA 06/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 09/2025 Present
  • 06/2017 → 06/2021
    Chick-Fil-A
    Davenport, IA
  • 06/2021 → 12/2021
    University Of Iowa Hospital & Clinics
    Iowa City, IA
  • 12/2021 → 03/2022
    University Of Iowa
    Iowa City, IA
  • 03/2022 → 05/2022
    Hyvee
    Iowa City, IA
  • 05/2022 → 08/2022
    University Of Iowa
    Iowa City, IA
  • 08/2022 → 08/2023
    Midwestone Bank
    Iowa City, IA
  • 08/2023 → 12/2023
    Transamerica
    Cedar Rapids, IA
  • 12/2023 → 02/2025
    Legacy Wealth Management | Principal
    Tiffin, IA
  • 02/2025 → Present
    Financial Integrators
    Coralville, IA
  • 08/2014 → 06/2017
    Jordan Catholic School
    Rock Island, IL
  • 02/2025 → 09/2025
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2025 → Present
    Fairfield, IA
Other Businesses

1.FINANCIAL INTEGRATORS, 2229 E Grantview Ln #1, Coralville IA 52240, United States, 07/20/2025, W2 Employee, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING 2. BRIANNA WALLER, 2229 E Grantview Ln #1, Coralville IA 52241, United States, 07/20/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 160 HR/MO - 140 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/16/2023, Investment Advisor Representative, CIRA Affiliation, Investment Related, 160 HR/MO - 120 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
  • S66 Uniform Combined State Law Examination
    2025-08-29

View on SEC IAPD

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