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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-07-24
PA RA APPROVED 2018-02-20
  • TX RA
    APPROVED_RES
    Since 2023-07-24
  • PA RA
    APPROVED
    Since 2018-02-20

Branch Locations

784 Canton Street, Troy, PA 16947 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Citizens National Bank Mansfield PA 11/2006 02/2018
Uvest Financial Services Group, Inc Charlotte NC 11/2006 02/2018
Lpl Financial Llc Wellsboro PA 10/2011 02/2018
Cambridge Investment Research, Inc. Fairfield IA 02/2018 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2018 Present
  • 11/2006 → 02/2018
    First Citizens National Bank
    Mansfield, PA
  • 11/2006 → 02/2018
    Uvest Financial Services Group, Inc
    Charlotte, NC
  • 10/2011 → 02/2018
    Wellsboro, PA
  • 02/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 02/2018 → Present
    Fairfield, IA
Previous Registrations
  • 2011-10-11 → 2018-03-02
    Mansfield, PA
    Canton, PA
    Troy, PA
    Millerton, PA
    Canton, PA
    Fredericksburg, PA
    Schuykill Haven, PA
    Lebanon, PA
    Mt. Aetna, PA
    Rome, PA
    Gillett, PA
    Laraysville, PA
  • 2006-11-28 → 2011-10-11
    Uvest Financial Services Group, Inc.
    Towanda, PA
    Sayre, PA
    Wellsville, NY
    Genesee, PA
    Ulysses, PA
    Mansfield, PA
    Wellsville, NY
    Genesee, PA
    Ulysses, PA
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 02/2018, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 2) HARVEST ROCK ADVISERS, 784 CANTON ST TROY PA, 02/2018, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO 1 HR/MO TRADING 3) KIDS CAN'T FIGHT CANCER ALONE, PO BOX TROY PA, BOARD MEMBER, NON-PUBLIC ENTITY, 06/2020, TREASURER, 4/MO 0/TRADING 4) TROY AREA JR/SR HIGH SCHOOL, 68 FENNER AVE GTROY PA, JUNIOR HIGH TRACK AND FIELD COACH, 03/2020, NIR, 10/WK 0/TRADING 5) L3GACY LLC, 1218 BIG POND ROAD COLOMBIA CROSS ROADS PA, 06/2018, TREASURER, HOLDING COMPANY NIR, 1 HR/MO 0 HR/MO TRADING 6) NON SANS CAUSE LLC, 266 RIDGE RUN DR COLOMBIA CROSS ROADS PA, 02/2023, OWNER, PASS THROUGH ENTITY, INV REL, 1 HR/MO 0 HR/MO TRADING 7) CROSSFIT COACH, 501 Elmira St, Troy PA 16947, United States, 08/16/2024, Coach, Sport/Fitness/Gaming, NIR, 0 HR/MO 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-01
  • S66 Uniform Combined State Law Examination
    2004-10-01
Other Names
  • Matthew Gates Greer
  • Matthew Gates Geer

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