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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-16 |
Branch Locations
1432 Easton Rd. Ste. 3A, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wagner Financial Services | Yardley | PA | 07/2014 | Present |
| Hhgregg | Langhorne | PA | 07/2011 | 09/2016 |
| Hh Gregg | Langhorne | PA | 10/2015 | 07/2017 |
| Avantax Investment Services, Inc. | Yardley | PA | 09/2016 | 02/2021 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 06/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2025 | Present |
1. DOORDASH, 2198 JERICHO DRIVE, JAMISON PA 18929, United States, 06/16/2025, Driver, Food/Beverage Services, NIR, 10 HR/MO - 0 HR/MO TRADING 2. MARC S. WAGNER,CPA, 1432 Easton Road Suite 3A, Warrington PA 18976, United States, 06/16/2025, Owner, Tax Services, NIR, 40 HR/MO - 30 HR/MO TRADING 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/16/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-18 |
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