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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-04-20 |
| TX | RA | APPROVED_RES | 2021-04-17 |
Branch Locations
4429 Bonney Rd. Suite 450, Virginia Beach, VA 23462 • 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 |
|---|---|---|---|---|
| Hornor, Townsend & Kent, Inc | Horsham | PA | 02/2013 | 02/2018 |
| Penn Mutual Life Insurance Company | Horsham | PA | 02/2013 | 02/2018 |
| David Kunharrdt/Benefits Plans | Virginia Beach | VA | 01/1990 | Present |
| Lincoln Financial Securities | Virginia Beach | VA | 08/2018 | 04/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
1)BENEFIT PLANS, INC, 347 S WITCHDUCK ROAD, VIRGINIA BEACH, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 01/01/90, NIR, ANTHEM BROKER, 5 HR/MO- 0/TRADING HR. 2)ENTERPRISE FINANCIAL NETWORK, 4429 BONNEY ROAD, STE 450, VIRGINIA BEACH, VA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 10/15/85, INV REL, 25 HR/MO- 0/TRADING HR. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 04/16/21- IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-05 |
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