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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-12-09 |
Branch Locations
225 S Church St. Ste 204, West Chester, PA 19382 • United States
Kennett Square, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ids Life Insurance Company | West Conshohocken | PA | 06/1998 | Present |
| American Express Financial Advisors Inc. | West Conshohocken | PA | 06/1998 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2016 | Present |
1)Insurance agent/sales, Blessing Financial, 225 S Church St., Ste 204, West Chester, PA 19382, owner/financial advisor since 12/2/16, investment related, 4 hours weekly, 1 during trading. 2)Mechanicsburg Presbyterian Church, 300 E Simpson St., Mechanicsburg, PA 17055, elder since 1/9/11, non-investment related, 6 hours weekly not during trading. 3)BLESSING FINANCIAL, 225 S CHURCH ST SUITE 304, WEST CHESTER, PA, 2/2018, AS CERTIFIED DIVORCE FINANCIAL ANALYST, INVREL, 4HRS/WK, 2HRS/TRADING. 4)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 5)PRECINCT DEMOCRATIC COMMITTEE PERSON, Kennett Square PA 19348, 02/2025, Committee Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 20 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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