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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2022-05-17 |
| TX | RA | APPROVED_RES | 2022-01-04 |
| PA | RA | APPROVED | 2005-03-28 |
Branch Locations
1011 Mumma Rd. Ste. 100, Wormleysburg, PA 17043 • United States
Mount Holly Springs, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Premier Wealth Management, Inc. (Tm) | Mechanicsburg | PA | 04/1999 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2002 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2005 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2002, AS ADVISORY REP OF A RIA. INV REL, 5 HR/WK 5 HR/TRADING 2) PREMIER WEALTH MANAGEMENT, 5004 LENKER STREET STE 200 MECHANICSBURG PA, GENERAL BUSINESS CORP, PRESIDENT, 07/2000, INV REL, 35 HR/WK 35/TRADING HR 3) THE LFA FOUNDATION, PO BOX 60363 HARRISBURG PA, 03/2018, SECRETARY, NON-PROFIT TO PROMOTE AWARENESS AND EDUCATION FOR RUSSELL SILVER SYNDROME AND AUTISM SPECTRUM DISORDER, NIR, 2/MO 0/TRADING 4) BETHANY HOUSE, 558 PETERSBURG ROAD CARLISLE PA, BOARD MEMBER, HOME FOR YOUNG WOMEN AGING OUT OF FOSTER CARE, 03/2021, NIR, 2 HR/MO 0/TRADING HR 5) PREMIER WEALTH MANAGEMENT INC BOARD OF DIRECTORS, 5004 LENKER STREET STE 200 MECHANICSBURG PA 17050, 01/2002, SECRETARY, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO 2 HR/MO TRADING 6) FIXED INSURANCE, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA 17043, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 1 HR/MO 1 HR/MO TRADING 7) PREMIER NETWORK OF FINANCIAL ADVISORS, 1101 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 09/2024, OWNER, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-25 |
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