Brian Joseph Mcgivern

Current Employers

Employment History

• 06/2012 → Present
  Cfo Strategies Inc
  Stoughton, MA
• 11/2013 → 12/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2013 → 12/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2001 → Present
  Brenda J Mcgivern, Pc
  Stoughton, MA
• 04/2017 → Present
  Stonestreet Financial, Inc.
  Stoughton, MA

Previous Registrations

• 2013-11-18 → 2017-11-10
  Cambridge Investment Research Advisors, Inc.
  Stoughton, MA
  Stoughton, MA
• 2009-07-24 → 2013-06-07
  New England Securities
  Stoughton, MA
  Stoughton, MA
  Boston, MA

Other Businesses

1) Brian Joseph McGivern is an Employee of Brenda J. McGivern, P.C. which is a CPA firm. He is a Business Development Consultant and also accountant. His responsibilities include marketing for the accounting firm and performing work associated with a staff accountant. From time to time, may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. SFI always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of SFI in connection with such individual's activities outside of SFI. 60 hours a month is spent on this activity during trading hours and 20 hours a month are spent on this activity outside of trading hours. 70% of total yearly income is derived from this activity. 2) STONESTREET FINANCIAL INC, 532 PAGE ST, STOUGHTON, MA, 12/2013 AS PRESIDENT/INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 3-CFO STRATEGIES INC, 532 PAGE ST, STOUGHTON, MA, 6/2012 AS PRESIDENT OF S-CORP PROVIDING QUICKBOOKS TRAINING CLASSES TO BUSINESSES. NIR - 0 HRS. 4.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-17

Other Names

• Brian Mcgivern