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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 |
| OR | RA | APPROVED | 2024-05-13 |
Branch Locations
12725 Sw 66Th Ave. Ste. 102, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Kuenzi & Company, Llc | Salem | OR | 01/2018 | 12/2023 |
| Corban University (Student) | Salem | OR | 08/2016 | 05/2019 |
| Nbp Capital | Portland | OR | 05/2017 | 07/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2024 | Present |
1) KAPOK CARE, 900 N JUNIPER ST, CANBY, OR, 05/2023, BOARD MEMBER, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 05/2024, ADMIN OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 3) FINANCIAL RESERVE, INC., 12725 SW 66th Ave Ste 102, Portland OR 97223, United States, 09/30/2024, IAR, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING. 4) AP TAX LLC, 12725 SW 66th Ave Suite 102, Portland OR 97223, United States, 10/2025, Referral source, Referrals, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-06 |
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