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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-21 |
| TX | RA | APPROVED_RES | 2021-09-14 |
| PA | RA | APPROVED | 2016-10-26 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Montoursville | PA | 05/2009 | 10/2016 |
| Cambridge Investment Research, Inc. | Montoursville | PA | 10/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Montoursville | PA | 10/2016 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 100 HR/MO, 60 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) CLEAR VIEW ADVISORS LLC, 101 W 3RD ST, SUITE 400A, WILLIAMSPORT, PA, 10/2016, OWNER, INSURANCE DBA, INV REL, 40 HR/MO, 20 HR/MO TRADING. 3) RAVI RAWAT, 12/2024, Power of Attorney, Position of Trust, NIR, 0 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-05 |
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