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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-10-24 |
| PA | RA | APPROVED | 2010-01-04 |
Branch Locations
425 Main St, Harleysville, PA 19438 • United States
Philadelphia, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Education Group | Harleysville | PA | 01/1996 | 12/2019 |
| Pa Army National Guard | Annville | PA | 06/1987 | 07/2019 |
| Financial Voyages | Harleysville | PA | 10/1997 | Present |
| Sanson Financial | Harleysville | PA | 12/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2010 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. 01/04/10. 2) SANSON FINANCIAL LLC, 425 Main Street, Harleysville PA 19438, 01/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MONTH 0 HR/MONTH TRADING 3) FINANCIAL VOYAGES LLC, 425 MAIN ST, HARLEYSVILLE, PA, 10/1997 INV REL - FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 20 HR/MO - 0/TRADING. 4) FINRA NON PUBLIC ARBITRATOR, 48 N 3rd Street, Apt 4, Philadelphia PA 19106, 02/2026, FINRA Non Public Arbitrator Board Member, To serve on a FINRA arbitration board as a non public member, NIR, 8 HR/MO, 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-07 |
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