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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-24 |
| NH | RA | APPROVED | 2017-01-19 |
Branch Locations
9 Masefield Rd, Nashua, NH 03062 • United States
12 Pond Lane, Suite Eb S-2, Concord, MA 01742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Corp. | Lexington | MA | 04/2000 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2011 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | Present |
| Aegis Retirement Partners, Llc | Winchester | MA | 01/2017 | Present |
1.AEGIS RETIREMENT PARTNERS LLC, 86 BAKER AVE EXTENSION, STE 309, CONCORD, MA, 1/2017 AS ACCOUNT MANAGER OF A THIRD PARTY ADMINISTRATOR. NIR - 2000/YR - 1200/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 2000/YR - 2000/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. IA SOLUTIONS TRUST, LLC (TENTATIVE), 86 BAKER AVE EXTENSION, STE 309, CONCORD, MA, REAL ESTATE, LLC., 11/08/19, NIR, PARTNER OFFICE FOR AEGIS RETIRMENT PARTNERS, NIR, 2/MO- 0/TRADING 4. REAL ESTATE LLC, 676 ELM STREET, LLC, 86 BAKER AVENUE ESTENSION, STE 309, CONCORD, MA, 11/08/19,NIR, PARTNER, 2/MO- 0/TRADING 5. IA REALTY GROUP, LLC, 1 Pond Lane, EB-2-N AND S, CONCORD MA 01742, United States, 09/10/2024, Owner, Real Estate, NIR, 1/MO- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-14 |
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