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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED_RES | 2025-05-02 |
Branch Locations
615 W Genesee St., Syracuse, NY 13204 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&D Financial | Syracuse | NY | 01/2007 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Ibn Financial Services, Inc. | Liverpool | NY | 01/2015 | 05/2025 |
1) M&D FINANCIAL AGENCY, INC, 615 W. Genesee St, Syracuse NY 13204, 04/2025, Owner, Insurance/Benefits/Human Resources, NIR, 40 HR/MO, 8 HR/MO TRADING. 2) ORANGE GENESEE LLC, 2 Oswego St, Baldwinsville NY 13027, 04/2025, Owner, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 5/2025, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-06 |
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