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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-12 |
Branch Locations
2028 E Ben White Blvd. Ste 235, Austin, TX 78741 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
| Index Insurance Solutions, Llc | San Marcos | TX | 05/2022 | Present |
| Bryant Wilson Dba Smtxagent | San Marcos | TX | 01/2020 | 05/2022 |
| Bankers Life | Buda | TX | 08/2019 | 01/2020 |
| Bryant Wilson Dba Dyno Solar | Port Neches | TX | 01/2019 | 08/2019 |
| Zoi Solar | Austin | TX | 01/2018 | 12/2018 |
| Instrument & Valve Services Company | Calliham | TX | 10/2013 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2025 | Present |
1. Index Insurance Solutions, LLC, 2028 E. Ben White Blvd Ste. 235, Austin TX 78741, United States, 05/01/2022, Owner, Insurance/Benefits/Human Resources, INV REL, 120 HR/MO - 4 HR/MO TRADING 2. Adult Financial Education Services, 405 Loop St, Buda TX 78610, United States, 09/20/2024, Instructor, NIR, 4 HR/MO - 0 HR/MO TRADING 3. Hebert Financial Services, 2028 E Ben White Blvd Ste 235, Austin TX 78741, 01/2025, Investment Advisor Representative, DBA Name, INV REL, 80 HR/MO, 80 HR/MO TRADING. 4. 4M Financial, LLC, 2028 E Ben White Blvd Ste 235, Austin, TX 78741, 06/2025, Owner, Insurance/Benefits/Human Resources, NIR, 20 HR/MO, 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-07-01 |
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