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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-02 |
Branch Locations
3023 East Copper Point Dr. Ste. 103, Meridian, ID 83642 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hi Financial | Meridian | ID | 04/2024 | Present |
| Self Employed (Independent Insurance Agent) Imo - Symmetry Finan | Meridian | ID | 10/2016 | Present |
| Citigroup | Meridian | ID | 12/2004 | 10/2016 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2024 | 02/2026 |
| Cambridge Investment Research Inc. | Fairfield | IA | 04/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-30 |
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