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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-09 |
| TX | RA | APPROVED_RES | 2019-08-16 |
Branch Locations
115 Sully's Trail Ste. 8, Pittsford, NY 14534 • 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 | 06/2013 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2013 | Present |
1) Andrew Roberts, 115 Sully's Trail, Suite 8, Pittsford NY 14534, United States, 04/01/2004, Agent, Insurance/Benefits/Human Resources, 2/MO - 1/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK -20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) AR WEALTH MANAGEMENT, 115 Sully's Trail, Suite 8, Pittsford NY 14534, United States, 01/01/2024, Owner, Using a Trade Name/dba, INV REL, 120 HR/MO - 100 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-18 |
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