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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2024-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Athens Federal Savings & Loan | Athen | TN | 09/1990 | 10/2018 |
| Invest Financial Corp | Tampa | FL | 04/2007 | 02/2017 |
| Raymond James Financial Services, Inc. | Athens | TN | 02/2017 | 10/2018 |
| Raymond James Financial Services Advisers Inc. | Athens | TN | 03/2017 | 10/2018 |
| Lpl Fiinancial Llc | Athens | TN | 10/2018 | 03/2024 |
| Capstar Bank | Athens | TN | 10/2018 | 03/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2024 | Present |
1) DOWNTOWN SQUARE INVESTMENTS, Athens TN, 03/2024, Agent, Utilizing a Trade Name/ dba, INV REL, 160 HR/MO - 160 Trading 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE 3) FRED BURKE, 8 E Washington Ave, Athens TN 37303, United States, 01/01/2024, Owner, Real Estate, NIR, 1 HR/MO - 0 Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-02 |
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