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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Franklin | MA | 11/2007 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | Present |
1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 07/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. DEAN AVENUE PLANNING GROUP LLC, 29A DEAN AVE, FRANKLIN MA 02038, 08/2023, OWNER, INV REL, 10 HR/MO - 5 HR TRADING 3. AUERR, ZAJAC & ASSOCIATES, LLP, 29 DEAN AVE, FRANKLIN MA 02038, 08/2023, OWNER, TAX SERVICES, NIR, 170 HR/MO - 135 HR TRADING 4. INSURANCE LICENSE - DEAN AVENUE PLANNING GROUP LLC, 29 Dean Avenue, Franklin MA 02038, United States, 11/07/2025, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-22 |
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