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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-08-22 |
Branch Locations
230 Main Street, Bellville, OH 44813 • United States
323 Lenox Avenue, Mansfield, OH 44906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esb Wealth Management, Llc | Mansfield | OH | 01/2011 | 02/2023 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 12/2016 | 11/2018 |
| Invicta Capital | Monroeville | PA | 11/2018 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research Advisor, Inc. | Fairfield | IA | 08/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, 8/2024, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING 2) ESB WEALTH AND INVESTMENTS, 111 Park Ave East, Mansfield OH 44901, United States, 01/01/2025, W2 Employee, DBA Name, NIR, 160 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-15 |
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