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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-30 |
Branch Locations
70 East Broad St., 2Nd Fl. , Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Bethlehem | PA | 07/2012 | 09/2017 |
| Financial Sources Inc. | Bethlehem | PA | 06/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
1. FINANCIAL SOURCES, INC., 70 E. Broad St., 2nd Fl, Bethlehem, PA 18018, United States, 06/01/2012, W2 Employee, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 06/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
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