Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2017-01-03
  • PA RA
    APPROVED
    Since 2017-01-03

Branch Locations

311 Main St, Irwin, PA 15642 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Duncan Insurance Group, Inc Irwin PA 12/1983 Present
Cambridge Investment Research, Inc. Fairfield IA 04/2013 Present
Cambridge Investment Research, Inc. Fairfield IA 09/2014 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2017 Present
  • 12/1983 → Present
    Duncan Insurance Group, Inc
    Irwin, PA
  • 04/2013 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2014 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2017 → Present
    Fairfield, IA
Other Businesses

1)DUNCAN INSURANCE GROUP INC, 311 MAIN ST, IRWIN, PA, 12/1983 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. NIR - 50/WK - 38/TRADING. 2)KEYSTONE INSURERS GROUP, 1995 POINT TOWNSHIP DR, NORTHUMBERLAND, PA 17857. BEGAN 1/2000 AS BOARD OF DIRECTORS MEMBER.DEVOTES 8 HR/MO- 4 HR/TRADING. 3)NORWIN CHAMBER OF COMMERCE, 321 MAIN ST, IRWIN, PA 15642. BEGAN 1/2012 AS BOARD MEMBER. DEVOTES 4 HR/MO- 1 HR/TRADING. 4)NORWIN PUBLIC LIBRARY, 100 CARUTHERS LN, IRWIN, PA 15642. BEGAN 1/2000 AS PRESIDENT OF THE BOARD OF TRUSTEES. DEVOTES 2 HR/MO- NONE DURING TRADING. 5.HUNTERS COLLEGE CAMP, 4 WHITE CHOPIN RD, CLARA TOWNSHIP, PA, 12/2017 AS PRESIDENT OF PRIVATE HUNTING CAMP. NIR - 50/YR - 0/TRADING. 6.NORWIN SCHOOL DISTRICT COMMUNITY FOUNDATION, 281 MCMAHON DR, NORTH HUNTINGDON, PA, 12/2017 AS BOARD MEMBER. NIR - 20/YR - 0/TRADING. 7.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 8. GIK, 1995 Point Township Drive, Northumberland PA 17857, United States, 01/10/2000, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 8/MO - 4/Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-12
  • S65 Uniform Investment Adviser Law Examination
    2016-12-12

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Irwin, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor