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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED_RES | 2006-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/1998 | Present |
| Pts Asset Management | Wallingford | CT | 07/2002 | Present |
| Florida Fidelity Reg. Investment Advisors, Inc | Lakeland | FL | 11/2002 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2006 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2)FLORIDA FIDUCIARY WEALTH MANAGEMENT, 1014 S FLORIDA AVE, LAKELAND, FL, 1/2007 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10 HR/YR - 0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4. D.H REVOCABLE LIVING TRUST, LAKELAND, FL, 08/2019. SUCCESSOR TRUSTEE. NIR-10/MO-1/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-21 |
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