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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-24 |
| IA | RA | APPROVED | 2022-08-02 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Birmingham | AL | 04/2016 | 09/2021 |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 08/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2022 | Present |
| Farmers Insurance | Birmingham | AL | 09/2021 | 07/2022 |
1. BRIDGEPORT FINANCIAL SOLUTIONS, LLC, Fairfield IA 52556, 03/2023, Board Member, RIA, INV REL, 20 HR/MO, 20 Trading 2. CIRA, 1776 Pleasant Plain Rd, Fairfield, IA 52556, 08/2022, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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