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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-12-14 |
Branch Locations
1612 Lauderdale Dr. Ste. 200, Richmond, VA 23238 • United States
8942 Quioccasin Rd. Suite 118, Richmond, VA 23229 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Signator Investors, Inc. | Richmond | VA | 05/2016 | 02/2018 |
| Prudential Insurance Company Of America | Richmond | VA | 02/2018 | 12/2021 |
| Pruco Securities Llc | Richmond | VA | 02/2018 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 120 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) STRATEGIC PLANNING SOLUTIONS, LLC, 8942 QUIOCCASIN RD, SUITE 118, HENRICO, VA 23229, 08/2004, AGENT, INSURANCE SALES, NIR, 40 HRS/MO - 40 HRS/MO TRADING. 3) GRIFFIN CAPITAL LANTERN FINANCIAL,LLC, 07/12/2013, OWNER, OWNER OF BUSINESS ENTITY, PASS THROUGH ENTITY, NIR, 6/HR MO, 0/HR MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-02 |
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