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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED | 2025-02-03 |
Branch Locations
10851 Mastin Blvd., Ste. 120, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Overland Park | KS | 09/1999 | 01/2025 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2025 | 02/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2025 | Present |
1. FIXED LIFE & ANNUITY BUSINESS, 10851 Mastin, Suite 120, Overland Park KS 66210, United States, 02/04/2025, Agent, Insurance sales, NIR, 6 HR/MO - 6 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 02/2025 3. DBA WEALTH MANAGEMENT GROUP, 10851 Mastin Ste 120, Overland Park KS 66210, United States, 03/30/2026, Investment Advisor Representative, DBA Name, NIR, 160 HR/MO - 150 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-23 |
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