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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-04 |
Branch Locations
2090 Linglestown Rd. Ste. 201, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Econ Wealth Management | Harrisburg | PA | 10/2015 | 01/2019 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 02/2019 | 02/2024 |
| Econ Wealth Management | Harrisburg | PA | 10/2015 | 01/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2024 | Present |
1. COMPREHENSIVE FINANCIAL ASSOCIATES, 2090 Linglestown Rd, Harrisburg PA 17110, 07/2024, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 50 HR/MO, 40 /MO TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 09/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2015-09-24 |
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