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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-24
  • PA RA
    APPROVED
    Since 2024-05-24

Branch Locations

1011 Mumma Rd. Ste. 100, Wormleysburg, PA 17043 • 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
Metlife Securities Inc. Allentown PA 04/2009 07/2019
Voya New Tripoli PA 07/2019 05/2024
Voya Financial Partners, Llc New Tripoli PA 07/2019 05/2024
Pennsylvania Interscholastic Athletic Association Inc Mechanicsburg PA 08/2022 Present
Cambridge Investment Research, Inc. Fairfield IA 05/2024 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2024 Present
  • 04/2009 → 07/2019
    Metlife Securities Inc.
    Allentown, PA
  • 07/2019 → 05/2024
    Voya
    New Tripoli, PA
  • 07/2019 → 05/2024
    Voya Financial Partners, Llc
    New Tripoli, PA
  • 08/2022 → Present
    Pennsylvania Interscholastic Athletic Association Inc
    Mechanicsburg, PA
  • 05/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2024 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1) PIAA FOOTBALL OFFICIAL, NEW TRIPOLI, PA, 05/2024, CONTRACTOR, SPORTS/FITNESS/GAMING, NIR, 3 HR/MO, 0 HR/MO TRADING. 2) JOSH W CESARE, NEW TRIPOLI PA, 05/2024, OWNER, REAL ESTATE, NIR, 3 HR/MO, 1 HR/MO TRADING. 3) PREMIER WEALTH MANAGEMENT, 1011 MUMMA RD, SUITE 100, WORMLEYSBURG, PA, 05/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 4 HR/MO, 4 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/24/2024 4) PREMIER NETWORK OF FINANCIAL ADVISORS, 1011 Mumma Road, Suite 100, Wormleysburg PA 17043, United States, 09/19/2024, DBA, INV REL, 160 HR/MO - 160 HR/MO TRADING 5) BOULDER BANCROFT PARTNERS LLC, 117 S. 26th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR 1/WK 1/Trading 6) LIONS GATE PARTNERS LLC, 117 S. 25th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR 1/WK 1/Trading 7) BG CHAMPION PARTNERS LLC, 117 S. 25th Street, Omaha NE 68131, United States, 05/01/2024, Owner, Real Estate, NIR, 1/HR 1/Trading 8) PREMIER WEALTH MANAGEMENT, 1011 Mumma Road, Suite 100, Wormleysburg PA 17043, United States, 12/16/2024, Agent, Insurance/Benefits/Human Resources, NIR, 3/HR 3/Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2007-05-21
  • S65 Uniform Investment Adviser Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2007-05-21

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