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525 Bigham Knoll, Jacksonville, OR 97530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2022-04-18 |
Branch Locations
725 E. Firewood Lane Suite 320, Anchorage, AK 99503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2007 | Present |
| Foundations Asset Management, Llc | Anchorage | AK | 03/2008 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-03 |
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