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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-10 |
| PA | RA | APPROVED | 2017-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Allison Park | PA | 01/2009 | 06/2017 |
| Thrivent Financial For Lutherans | Appleton | WI | 12/2008 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2017 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA. INV REL, 60/WK - 60/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) DUNCAN FINANCIAL, 368 BUTLER ST, PITTSBURGH, PA, 6/2017 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 60/WK - 60/TRADING.. 3) DUNCAN FINANCIAL GROUP, Pittsburgh PA 15223, United States, 06/01/2017, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 4) CALDWELL BANKER, 9600 PERRY HIGHWAY, PITTSBURGH PA 15237, 05/2026, AGENT, REAL ESTATE, NIR, 0 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-27 |
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