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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-02 |
| NY | RA | APPROVED | 2021-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stokes, Visca & Co. Llp Cpa | Rochester | NY | 12/1998 | Present |
| American Portfolios Financial Services, Inc. | Rochester | NY | 12/2009 | 10/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2017 | Present |
1. INDEPENDENT INSURANCE AGENT, (Core Advisory Services Inc.), (1/1/02), THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 24/WK - 16/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. STOKES VISCA HUCKO & BARONE LLC CPA'S, 29 GoodwayDr, Rochester NY 14623, United States, 01/01/2022, W2 Employee, Tax Services, NIR, 20HR/MO - 15HR/TRADING. 4. THE ARCHITECTURAL FOUNDATION OF GREATER ROCHESTER, PO Box 10029, Rochester NY 14610, United States, 01/01/2026, Treasurer, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-30 |
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