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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2022-05-17
TX RA APPROVED_RES 2022-01-04
PA RA APPROVED 2005-03-28
  • VI RA
    APPROVED
    Since 2022-05-17
  • TX RA
    APPROVED_RES
    Since 2022-01-04
  • PA RA
    APPROVED
    Since 2005-03-28

Branch Locations

1011 Mumma Rd. Ste. 100, Wormleysburg, PA 17043 • United States

Mount Holly Springs, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/1999 → Present
    Premier Wealth Management, Inc. (Tm)
    Mechanicsburg, PA
  • 05/2002 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2005 → Present
    Fairfield, IA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-19
S63 Uniform Securities Agent State Law Examination 2002-06-25
  • S65 Uniform Investment Adviser Law Examination
    2004-10-19
  • S63 Uniform Securities Agent State Law Examination
    2002-06-25

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