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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-08 |
Branch Locations
1880 S Dairy Ashford Rd. Ste. 554, Houston, TX 77077 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co Inc | Boston | MA | 01/2008 | 12/2022 |
| Mark Edelman Interests, Inc. | Houston | TX | 03/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co Inc | Malden | MA | 01/2008 | 03/2023 |
1) MARK EDELMAN, HOUSTON TX 77077, 12/2020, AGENT, INSURANCE/BENEFITS/HUMAN RESOURCES, INV REL, 1 HR/MO 1 HR TRADING 2) CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 11/2022, IAR AFFILIATION, INV REL, 160 HR/MO 120 HR TRADING 3) BBSA INVESTMENTS LLC, Houston TX, 01/2020, Owner, Real Estate, NIR, 1 HR/MO 0 HR/MO Trading 4) KING CAPITAL ADVISORS, INC., Houston TX, 01/2006, Investment Advisor Representative, Using Trade Name/dba, INV REL, 160 HR/MO, 0 HR/MO Trading 5) MARK EDELMAN INTERESTS INC, HOUSTON TX 77079, 03/2014, PRESIDENT, PASS THROUGH ENTITY, NIR, 10 HR/MO 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-16 |
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