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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-22 |
Branch Locations
133 Indian Lake Rd. Ste. 101, Hendersonville, TN 37075 • United States
2 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Hendersonville | TN | 05/2011 | 02/2019 |
| Centaurus Financial Inc. | Anaheim | CA | 02/2019 | 01/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | Present |
1) DBA - BOLT FINANCIAL CONSULTING, 133 Indian Lake Rd., ste 101, Hendersonville TN 37075, 01/2025, AGENT, DBA NAME, INV REL, 3 HR/MO - 3 HR/MO TRADING. 2) ANDREW BOLT, INSURANCE SALES, 133 Indian Lake Rd., ste 101, Hendersonville TN 37075, 01/2025, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 3 HR/MO - 3 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 4) HENDERSONVILLE SAMARITAN ASSOCIATION, 116 Dunn St., Hendersonville TN 37075, United States, START DATE 12/2025, Vice President, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-13 |
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