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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-06-09 |
Branch Locations
324 Grove Street, Worcester, MA 01605 • United States
243 King Street Ste. 213, Northampton, MA 01060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 11/2012 | 11/2017 |
| Umassfive College Federal Credit Union | North Hampton | MA | 11/2012 | 11/2017 |
| First Allied Securities, Inc. | San Diego | CA | 11/2017 | 06/2020 |
| First Allied Advisory Services, Inc | San Diego | CA | 11/2017 | 06/2020 |
| Bhf Advisory, Inc. | Bloomfield Hills | MI | 05/2019 | 06/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2020 | Present |
1)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556, ADVISORY REP OF A REGISTERED INVESTMENT ADVISOR, RIA, 03/18/20, INV REL, 40/WK- 40/TRADING 2)GREEN FUTURE WEALTH MANAGEMENT, 10 CEDAR STREET, WORCESTER, MA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,03/16/20, FOUNDER, WEALTH ADVISOR, 2/WK- 2/TRADING 3)NUCLEAR BAN U.S. TREATY AWARENESS CAMPAIGN, 59 GLEASON RD, NORTHAMPTON, MA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 03/16/20, TREASURER, 1/WK- 0/TRADING 4)NICK CANTRELL, 18 KENILWORTH RD, WORCESTER, MA, WRITER, 03/16/20, INV REL, 1/WK- 0/TRADING 5)GREEN FUTURE WEALTH MANAGEMENT, 324 Grove St, Worcester MA 01605, United States, 01/06/2022, Tax Services, Tax Services, NIR, 5 HR/MO - 0 HR/MO TRADING 6)GREEN FUTURE OPTIMIZER, 324 Grove St, Worcester MA 01605, United States, 01/06/2022, Founder, Technology services, NIR, 20 HR/MO - 5 HR/MO TRADING 7)ASSOCIATION OF FINANCIAL EDUCATORS, 324 Grove Street, Worcester MA 01605, United States, 08/28/2023, Educator, Volunteer, INV REL, 3 HR/MO - 3 HR/MO TRADING 8)GREEN FUTURE WEALTH, LLC, 367 ROUTE 120 UNIT B-4, LEBANON NH 03766-1430, 05/29/2026, OWNER, DBA NAME, INV REL, 5 HR/MO - 5 HR/MO TRADING 9)GREEN FUTURE TAX, LLC, 324 GROVE ST, WORCESTER MA 01605, 01/06/2022, OWNER, TAX SERVICES, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-14 |
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