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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-02 |
| PA | RA | APPROVED | 2013-05-01 |
Branch Locations
3748 West Chester Pike, 2Nd Floor, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | Present |
1. INDEPENDENT INSURANCE AGENT,200 PHILIPS RD STE 200, EXTON, PA, 6/2003 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. STRATEGEM WEALTH MANAGEMENT, 200 PHILIPS RD, EXTON, PA, 07/2019. PRESIDENT, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 1992-01-20 |
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