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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-14 |
| OH | RA | APPROVED | 2018-11-07 |
Branch Locations
20006 Detroit Rd. #300, Rocky River, OH 44116 • 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 |
|---|---|---|---|---|
| Vantage Financial Group, Inc. | Cleveland | OH | 08/1992 | 10/2018 |
| Vantage Financial Group, Inc. | Cleveland | OH | 07/2013 | 10/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2013 | 10/2018 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 10/2018 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2018 | Present |
1.INDEPENDENT INSURANCE AGENT, 810 SHARON DR 100, WESTLAKE, OH, 10/2018 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 14/WK - 5/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 0/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. JONES WEALTH MANAGEMENT, 20006 Detroit Road, Suite 300, Rocky River OH 44116, United States, 10/01/2021, Principal, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 25 HR/MO - 25 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-13 |
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