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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-15 |
| MA | RA | APPROVED | 2013-04-16 |
Branch Locations
74 Batterson Park Rd. Ste. 303, Farmington, CT 06032 • United States
Ashland, MA • United States
289 Great Pond Rd. Ste. 200, Acton, MA 01720 • 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 | 01/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2011 | Present |
1) MARK PELLETIER, 80 CENTRAL ST, BOXBOROUGH, MA, 11/2000, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 40 HR/MO, 32 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 140 HR/MO TRADING. 01/03/2011 3) MARK PELLETIER, ASHLAND, MA, 10/2023, REFEREE, ATHLETICS, NIR, 5 HR/MO, 0 HR/MO TRADING. 4) MARK PELLETIER, 289 Great Rd, Suite 200, ACTON MA 01720, United States, 10/28/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 15/MO - 15/Trading 5) BLUEBIRD PRIVATE WEALTH LLC DBA BLUEBIRD PRIVATE WEALTH, 289 Great Rd, Suite 200, Acton MA 01720, United States, 12/01/2025, Vice President, DBA Name, INV REL, 130 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-10 |
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