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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| MA | RA | APPROVED | 2013-04-16 |
Branch Locations
87 Willimansett St, South Hadley, MA 01075 • United States
South Hadley, MA • 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 | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2011 | Present |
1) PRIVATE FINANCIAL DESIGN LLC, 87 WILLIMANSETT ST, SOUTH HADLEY, MA, 07/1988, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO, 1 HR/MO TRADING. 2) TWOHILLS DOOD PRODUCTIONS, 124 COLLEGE ST, UNIT 18, SOUTH HADLEY, MA, 08/2011, OWNER, MEDIA PRODUCTION, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2011, AS ADVISORY REP OF AN RIA, INV REL, 168 HR/MO, 160 HR/MO TRADING. 4) CELESTIAL L&P LLC, SOUTH HADLEY MA 01075, 10/2022, OWNER, REAL ESTATE, NIR, 1 HR/MO - O HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-25 |
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