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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-03 |
| PA | RA | APPROVED | 2010-07-02 |
Branch Locations
1011 Mumma Rd. Ste 100, Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2002 | Present |
| Compass Financial Strategies | Mechanicsburg | PA | 06/2002 | 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, 160 HR/MO 160 HR/MO TRADING 2) INDEPENDENT INSURANCE AGENT, 5004 LENKER ST STE 101 MECHANICSBURG PA, 01/1998, FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 4 HR/MO 4 HR/MO TRADING 3) PREMIER WEALTH MANAGEMENT, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 06/2024, VICE PRESIDENT, TRADE NAME/DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 4) PREMIER NETWORK OF FINANCIAL ADVISORS, 1011 MUMMA ROAD SUITE 100 WORMLEYSBURG PA, 09/2024, IAR, DBA, INV REL, 25 HR/MO 25 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-09 |
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