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506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
1853 William Penn Way, Lancaster, PA 17601 • United States
506 S. 21St. St. Suite 101, Laramie, WY 82070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2010 | 05/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2010 | 05/2024 |
| Markle Financial Llc | Lancaster | PA | 05/2024 | Present |
| Eden Bridge Foundation | Lancaster | PA | 11/2007 | Present |
1) EDEN BRIDGE FOUNDATION, 909 EDEN RD, LANCASTER, PA. 11/2007 AS EXECUTIVE DIRECTOR OVERSEE AND SUPERVISE DAILY OFFICE ACTIVITIES, NON INVESTMENT REALTED, 45/WK - 6.5/TRADING. 2)JESSICA AND FRIENDS COMMUNITY, 1625 E MARKET ST, YORK, PA, 1/1/07 AS BOARD MEMBER/TREASURER FOR 501(C)3 SERVING INDIVIDUALS WHO HAVE DISABILITIES. NON INVESTMENT REALTED - 5 HRS/MNTH, .1 HRS DEVOTED DURING TRADING HRS. NON-PROFIT. 3)INDEPENDENT INSURANCE AGENT, 1853 William Penn Way, Lancaster, PA 17601 10/2014 SELL/SERVICE FIXED ANNUITIES AND OR WHOLE LIFE AND TERM INSURANCE. INVESTMENT RELATED - 1/YR - 0/TRADING. 4)LANCASTER BIBLE COLLEGE INVESTMENT COMMITTEE, 901 EDEN RD., LANCASTER, PA 17601. BEGAN 8/20/2010 AS A MEMBER OF THE INVESTMENT COMMITTEE OF LANCASTER BIBLE COLLEGE TO DISCUSS AND MAKE RECOMMENDATIONS TO THE BOARD OF LANCASTER BIBLE COLLEGE. NOT INVESTMENT RELATED. DEVOTES 1HR/MO, 0/TRADE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-15 |
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