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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2024-11-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Springfield | MA | 03/2004 | 02/2017 |
| Mml Investors Services, Inc. | Holyoke | MA | 04/2004 | 02/2017 |
| Next Financial Group, Inc. | Houston | TX | 03/2017 | 11/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. VITAE WEALTH MANAGEMENT, 734 Longmeadow St Suite 1, 101, Longmeadow MA 01106-2245, United States, 11/2024, Owner, Insurance/Benefits/Human Resources, NIR, 40 HR/MO – 40 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/03/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-12 |
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