DL
Denice R. Land
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Suite 205, OK
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CRD#: 4861556
DL
Professional summary
Denice Rene Land, who also goes by Denice Land, Denny Renny Land, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Suite 205, Oklahoma and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Tulsa, Oklahoma.
Denice is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Denice has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Denice Land | Denny Renny Land
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) DENICE R LAND, 6660 S SHERIDAN RD STE 205 TULSA OK, 04/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 25 HR/MO 20 HR/MO TRADING 2) PROPERTY RENTAL, 9554 W 81ST ST S TULSA OK, 10/2000, PROPERTY OWNERSHIP/MANAGEMENT, NIR, 2 HR/MO 2 HR/MO TRADING 3) CREEK COUNTY OHCE, 17806 W HWY 66 KELLYVILLE OK, 01/2024, PRESIDENT, BOARD/COMMITTEE MEMBER, NIR, 4 HR/MO 4 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 04/2024, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 5) NORTHSTAR WEALTH MANAGEMENT, 6660 S SHERIDAN RD SUITE 205 TULSA OK, 04/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 6) SAPULPA CLASS OF 1982 REUNION CIOMMITTEE, 2625 E 74th Pl, Tulsa OK 74136, United States, 10/30/2024, Committee Member, Class reunion, NIR, 6/MO - 0/Trading
CRS (Client Relationship Summary) - RIA
Click below to view Denice Rene Land's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 17, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Suite 205, OK
Current
April 9, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 6660 S Sheridan Rd Ste 205, Tulsa, OK 74133BD
CRD#: 39543
Tulsa, OK
Past
June 28, 2023 - April 9, 2024
CALTON & ASSOCIATES, INC.
BD
CRD#: 20999
TAMPA, FL
Past
March 21, 2017 - July 24, 2019
DOMINION PORTFOLIO MANAGEMENT, INC.
RIA
CRD#: 106918
TULSA, OK
Past
January 10, 2017 - July 21, 2023
DOMINION INVESTOR SERVICES, INC.
BD
CRD#: 21548
TULSA, OK
Past
March 31, 2009 - January 5, 2017
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
TULSA, OK
Past
March 23, 2009 - January 5, 2017
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
TULSA, OK
Past
September 17, 2008 - March 26, 2009
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
TULSA, OK
Past
October 29, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
TULSA, OK
Past
October 29, 2004 - March 26, 2009
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
TULSA, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(4/9/2024)
RR
North Carolina(4/9/2024)
RR
Oklahoma(4/9/2024)
IAR
Oklahoma(4/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
