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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-12
  • TX RA
    APPROVED
    Since 2024-06-12

Branch Locations

2028 E Ben White Blvd. Ste 235, Austin, TX 78741 • 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
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
  • 06/2024 → Present
    Fairfield, IA
  • 05/2022 → Present
    Index Insurance Solutions, Llc
    San Marcos, TX
  • 01/2020 → 05/2022
    Bryant Wilson Dba Smtxagent
    San Marcos, TX
  • 08/2019 → 01/2020
    Bankers Life
    Buda, TX
  • 01/2019 → 08/2019
    Bryant Wilson Dba Dyno Solar
    Port Neches, TX
  • 01/2018 → 12/2018
    Zoi Solar
    Austin, TX
  • 10/2013 → 01/2018
    Instrument & Valve Services Company
    Calliham, TX
  • 11/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-15
S65 Uniform Investment Adviser Law Examination 2023-07-01
  • S63 Uniform Securities Agent State Law Examination
    2024-03-15
  • S65 Uniform Investment Adviser Law Examination
    2023-07-01

View on SEC IAPD

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