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2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
| NH | RA | APPROVED | 2025-10-02 |
| TX | RA | APPROVED | 2024-07-18 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
Moultonborough, NH • United States
Naples, FL • United States
80 Central St., Ste. 150, Boxborough, MA 01719 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2011 | Present |
| Bridgeport Financial Solutions | Fairfield | IA | 06/2024 | Present |
1)THE FENN SCHOOL, MONUMENT ST, CONCORD, MA, SINCE 06/01/17 BOARD OF TRUSTEES MEMBER OF INVESTMENT SUB-COMMITTEE. NIR - NON-PROFIT - 5/MO- 0/TRADING 2)INDEPENDENT INSURANCE AGENT, 80 CENTRAL ST, STE 150, BOXBOROUGH, MA, 4/1998 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 1 HR/WK - 1/TRADING. 3)THE FENN SCHOOL, MONUMENT ST, CONCORD, MA, 6/2017 AS BOARD OF TRUSTEES. NIR - 5/MO - 0/TRADING. 4) OWNER OF APARTMENT UNITS FOR RENT, 8 USHER ROAD, MEDFORD, MA, SINCE 09/2014. NIR -DEVOTES 5 HRS/MO; NONE DURING TRADING. 5)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6)CONTINGENT TTEE - WELCH REVOCABLE LIVING FAMILY TRUST, ACTON, MA, SINCE 6/2015. NIR - DEVOTES NO TIME. 7)EMERSON HOSPITAL 133 OLD ROAD TO NINE ACRE CORNER CONCORD, MA, SINCE 05/2019 AS CORPORATOR. ADVOCATE FOR THE HOSPITAL IN THE COMMUNITY - NIR-3/MO-0/TRADING. 8)TTEE ON THREE IRREVOCABLE TRUSTS IN THE NAMES OF EVAN WELCH'S CHILDREN, ACTON, MA, 3/2014. NIR - 4 HR/YR - 0/TRADING. 9)ANTAEUS TAX & BUSINESS SERVICES LLC, 80 CENTRAL ST, BOXBOROUGH, MA, 8/01/2016 AS MANAGING MEMBER. NIR -50 HR/MO - 10/TRADING. 10) ANTAEUS WEALTH ADVISORS, 80 CENTRAL ST STE 150, BOXBOROUGH, MA, 01/2011. MANAGING PARTNER, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-40/WK-32/TRADING. 11)JOHN HOPKINS ALLIANCE FOR A HEALTHIER WORLD, 415 N WASHINGTON ST, BALTIMORE, MD, 11/2019 AS ADVISORY BOARD MEMBER. NIR - 25/YR - 12/TRADING. 12) HORIZON INVESTMENTS, 6210 ARDREY KELL RD SUITE 300 CHARLOTTE NC 28277, 11/2023, BOARD MEMBER, INVESTMENT FIRM, INV REL, 1 HR/MO 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-01-06 |
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