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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-11-16 |
Branch Locations
3875 Franklintowne Ct Ste 210, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2012 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2012 | Present |
1) 12/14/09- STEVENSON, WILLIAMS COMPANY, NON-VARIABLE INSURANCE, AGENT/ACCOUNT EXECUTIVE - SELLING PROPERTY CASUALTY INSURANCE - HOMEOWNERS, AUTO, BUSINESS OFFICE, PROFESSIONAL LIABILITY, WORKERS COMPENSATION INSURANCE. - SOLICITING NEW BUSINESS, SERVICING EXISTING CLIENTS ON BEHALF OF STEVENSON, WILLIAMS COMPANY, 20% OF TIME SPENT. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) 10/18/2010 - DBA ONLY, THE EQUITY ADVISOR GROUP, INC. 3) 06/15/2005 - STEVENSON, WILLIAMS COMPANY, PROPERTY MANAGER - LEASING VACANT APARTMENTS MANAGED BY STEVENSON, WILLIAMS MANAGEMENT COMPANY. 5% OF TIME SPENT. 4) 01/01/2012 - MEMBER DEER VALLEY BOARD OF MANAGEMENT - DEER VALLEY YMCA CAMP. ADVISORY ROLE OVERSEEING OVERALL MANAGEMENT OF CAMP FACILITY. VOLUNTEER POSITION, 0% OF WORK DAY. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/16/2012
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-17 |
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