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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-05 |
| VA | RA | APPROVED | 2014-03-04 |
Branch Locations
12020 Sunrise Valley Dr., Ste 380, Reston, VA 20191 • 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 |
|---|---|---|---|---|
| Donald Megliola-Independent Insurance Agent | Reston | VA | 06/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2014 | Present |
1) INDEPENDENT INSURANCE AGENT, 21882 FIELDTHORN TERR BROADLANDS VA, 06/2002, SELLING/SERVICING LIFE, LTC, & DISABILITY PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 10 HR/WK 2/TRADING 2) CORNELL MEN'S SOCCER EXECUTIVE COMMITTE,410 THURSTON AVE, ITHACA, NY 14850, 09/1997, BOARD MEMBER. NIR, 5 HOURS/YEAR, NONE DURING TRADING 3) SUNRISE WEALTH PARTNERS LLC, 21882 FIELDTHORN TERR, BROADLANDS, VA, 03/2014 , OWNER. INV REL, FINANCIAL PROFESSIONAL UTILIZING DBA NAME. 5 HR/WK 1/TRADING 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 3/2014 AS ADVISORY REP OF A RIA. INV REL, 20 HR/WK 4/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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