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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-11 |
| TX | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rtd Financial Advisors Inc | Philadelphia | PA | 07/2014 | 07/2019 |
| Mckinley Carter Wealth Services | Wexford | PA | 07/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-05-17 |
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