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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-01 |
Branch Locations
14927 Carry Back Dr., North Potomac, MD 20878 • United States
5301 Buckeystown Pike Ste. 205D, Frederick, MD 21704 • United States
1 Bank St. Ste. 100, Gaithersburg, MD 20878 • 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 |
|---|---|---|---|---|
| Allstate Insurance Co | Frederick | MD | 05/2008 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | Present |
1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 09/05/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, (160) HR/MO - (120) HR/MO TRADING 2. TOMASETTI WEALTH DBA MONTGOMERY FINANCIAL PARTNERS, 14927 Carry Back Drive, North Potomac MD 20878, United States, 08/01/2025, Agent, DBA Name, NIR, (10) HR/MO - (10) HR/MO TRADING 3. TOMASETTI WEALTH DBA MONTGOMERY FINANCIAL PARTNERS, 14927 Carry Back Drive, North Potomac MD 20878, United States, 08/01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 80 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-26 |
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