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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2021-03-22 |
| MA | RA | APPROVED | 2013-05-14 |
Branch Locations
40 South Street #1, Wrentham, MA 02093 • United States
409 Elm St., Ste. 1, Manchester, NH 03101 • 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 | 01/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 05/2013 | Present |
1) GIRARD FINANCIAL GROUP LLC, 7 S MAIN ST, MILLBURY, MA, 1/1999 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURNACE COMPANIES, INV REL, 80 HRS/MO - 16 HRS/MO TRADING. 2) SOCIETY OF FINANCIAL SERVICE PROFESSIONALS, WORCESTER CHAPTER, WORCESTER, MA, 02/2015, BOARD MEMBER, NON PROFIT, 5 HRS/MO - 1 HRS/MO TRADING. 3) GIRARD FINANCIAL GROUP LLC, 7 S MAIN ST, MILLBURY, MA. 12/1/14, OWNER, REAL ESTATE, NIR, 0 HRS/MO - 0 HRS/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/2013 AS ADVISORY REP OF A RIA. INV REL, 160 HRS/MO - 24 HRS/MO TRADING. 5) NAIFA FOUNDATION, 333 ORCHARD ST, MILLIS, MA 02054, 11/2019, BOARD MEMBER, NON PROFIT, NIR, 0 HRS/MO - 0 HRS/MO TRADING. 6) GIRARD FINANCIAL GROUP, LLC DBA G9 FINANCIAL / 7 South Main Street, Millbury MA 01527 / 07/01/2022 / INV REL / DBA - EMPLOYEE / 250 HR/MO - 250 HR/MO TRADING 7) DANIEL GIRARD, 43 Webster Road, West Yarmouth MA 02673, United States, 05/05/2023, Owner, Real Estate, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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