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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-05 |
| CA | RA | APPROVED | 2016-06-13 |
Branch Locations
Monterey, CA • United States
390 Diablo Road Suite 202, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 35 HR/WK - 18/TRADING. 06/13/2016 2) Fixed Insurance Sales, Danville CA. 10/28/2014, investment related. 2hr/monthly, 0/trade. 3) ESTATE PLANNING COUNCIL OF DIABLO VALLEY, EPC Diablo Valley, P.O. Box 245, Walnut Creek CA 94596, United States, 10/10/2023, Vice President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 0 HR/MO TRADING 4) RAINER WEALTH MANAGEMENT, 390 Diablo Road, Danville CA 94526, United States, 06/24/2024, Rainier Wealth Management, Using a Trade Name/dba, INV REL, 0 HR/MO - 0 HR/MO TRADING. 5) PROTECTED INVESTORS OF AMERICA, 390 Diablo Road, Suite 202, Danville CA 94526,04/2025, Marketing DBA, Administrative, INV REL, 0 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-14 |
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