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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-07 |
Branch Locations
49314 Winchester Ct., Shelby Twp, MI 48315 • United States
6633 18 Mile Rd., Sterling Heights, MI 48314 • United States
Clarkston, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2009 | 06/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2009 | 06/2018 |
| Acorn Wealth Advisors | Grand Blanc | MI | 06/2018 | 05/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 11/13/09 2) STELMAN & ASSOCIATES, 49314 WINCHESTER CT, SHELBY TWP, MI, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 04/30/21, INV REL, 5 HR/MO- 1/TRADING HR. 3) STELMAN & ASSOCIATES, L.L.C DBA STELMAN & ASSOCIATES., 49314 WINCHESTER CT, SHELBY TWP, MI, 01/01/01, MANAGING MEMBER, DBA Name, INV REL 0 HR/MO- 0HR/TRADING 4) STELMAN FINANCIAL SERVICES, INC, 49314 WINCHESTER COURT, SHELBY TOWNSHIP, MI, S-CORP, 10/15/03, INV REL, OWNER, 1 HR/WK- 0/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-12 |
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