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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-26 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Greensburg | PA | 08/2007 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 07/2023 | Present |
| Unemployed | Ruffsdale | PA | 03/2018 | 07/2018 |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING, SEE EMPLOYMENT FOR START DATE. 2) DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST, IRWIN, PA, 08/15/2023, W2 EMPLOYEE, DBA, INV REL, 80 HR/MO, 60 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-05 |
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