Eric Leon Montgomery

Current Employers

Employment History

• 09/1986 → Present
  Travelers Ins. Co.
  Hartford, CT
• 09/1986 → Present
  Travelers Insurance Co.
  Charleston, WV
• 12/1990 → Present
  Montgomery Insurance & Investments Agenc
  Xenia, OH
• 09/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA

Previous Registrations

• 1998-10-01 → 2011-10-06
  Tower Square Securities, Inc.
  Xenia, OH
  Xenia, OH

Other Businesses

1)MONTGOMERY INSURANCE & INVESTMENTS AGENCY, INC, 114 S DETROIT ST, ZENIA, OH, - INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 12/01/89, NIR, 8 HR/WK- 8/TRADING HR. 2)BEMO,LLC, 114 S. DETROIT ST, XENIA, OH 45385, REAL ESTATE PARTNERSHIP, PARTNER SINCE 10/1/95, NON-INVESTMENT, 2 HOURS MONTHLY, NONE DURING TRADING HOURS. 3)MONTGOMERY INSURANCE & INVESTMENT AGENCY INC, 114 S DETROIT ST, XENIA, OH, 12/1989, NIR, FINANCIAL PROFESSIONAL UTILIZING DBA NAME, 8HRS/WK, 8HRS/TRADING. 4.MII ASSET MANAGEMENT LLC, 114 S DETROIT ST, XENIA, OH, 3/2018 AS OWNER OF LLC FOR TAX/LEGAL LIABILITY, TO PAY OFFICE EXPENSES. NIR - 5/MO - 5/TRADING. 5. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 09/30/11 6. XHS CLASS OF 1980, BOARD MEMBER OF A NON-PUBLIC ENTITY, 05/01/20, NIR- CO-SIGNER ON CHECKING ACCOUNT. NIR, 0/HR/YR- 0/TRADING HR.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-17

Other Names

• Eric L Montgomery