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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Jacksonville | FL | 12/1992 | Present |
| Accountfirst, Inc. | Jacksonville | FL | 10/2003 | Present |
| Lincoln Financial Securities Corporation | Jacksonville | FL | 07/2008 | 11/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2018 | Present |
1.ACCOUNTFIRST INC, 3404 Edgewater Drive, Jacksonville FL 32210, United States, 4/2019, Agent, Insurance/Benefits/Human Resources INV REL - 4HR/MO - 0HR/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20HR/MO - 20HR/TRADING. 11/01/2018 3.EMPLOYER SERVICES OUTSOURCING INC dba ALTERNATIVE RISK MARKETING and AMERICAONE FINANCIAL, 3404 Edgewater Drive, Jacksonville FL 32210, United States, 01/02/2018 Agent, Insurance/Benefits/Human Resources, INV REL - 5/MO - 5/TRADING. 4.THE AMERICAN COLLEGE, 3404 Edgewater Drive, Jacksonville FL 32210, United States, 06/22/2022, Moderator for FSCP classes, 1099 Contractor, NIR, 3 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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