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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
Branch Locations
4810 South 76Th St. #205, Greenfield, WI 53220 • United States
Greendale, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2011 | Present |
| Wilcox Financial Advisors, S.C. | Greenfield | WI | 07/2008 | 12/2019 |
| Financial Planning Center For Women | Greendale | WI | 01/2020 | Present |
1) FINANCIAL PLANNING CENTER FOR WOMEN, 4810 S 76th Street, #205, Greenfield WI 53220, United States, 01/2020, President, Marketing, INV REL, 8 HR/MO 0/HR MO TRADING 2) PRO BONO COMMUNITY EDUCATION, 4810 S 76th St, #205, Greenfield, WI 53220, 5/1/2010, OFFER PRO-BONO EDUC TO CIVIC AND OTHER GROUPS, REC DEPTS, NO COMPENSATION, NO INDIV ADVICE, 3 HRS/MO, NOT DURING TRADING HRS, NO CHECK-WRITING AUTH. 3) INDEPENDENT INSURANCE AGENT, 4810 S 76th St, #205, Greenfield, WI 53220, 11/1992 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 3 HR/YR - 3/TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 150 HR/MO - 150 HR/MO TRADING. START DATE: 05/02/2011. 5) LAURA L. WILCOX, 4810 South 76th Street, #205, Greenfield WI 53220, United States, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11/13/1992, INV REL, 1HR/MO, 1HR/MO TRADING 6) LAURA L. WILCOX, 4810 South 76th Street, #205, Greenfield WI 53220, United States, Educator/Speaker, PRO BONO COACHING AND EDUCATION, 3HR/MO 0/HR MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-14 |
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