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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NH | RA | APPROVED | 2024-10-15 |
| MA | RA | APPROVED | 2022-12-13 |
Branch Locations
18 String Bridge, Exeter, NH 03833 • United States
389 Main St. Ste. 101, Malden, MA 02148 • United States
1 Seasons At Attitash Rd. Unit 6D, Bartlett, NH 03812 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 03/2014 | 06/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co., Inc. | Malden | MA | 03/2014 | 12/2022 |
1. INSURANCE AGENT, 389 MAIN ST, STE 101, MALDEN MASS 02148, 12/2022 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 5 HR/MO - 5 HR/MO TRADING 2. RENTAL INCOME, 106 GROVERS AVE, WINTHROP MASS 02152, 12/2022, REAL ESTATE, NIR, 4 HR/MO - 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2022 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 4. CANTELLA, 389 Main Street, Suite 101, Malden MA 02148, United States, 01/10/2025, Financial Advisor for DBA Cantella under CIR as B/D, DBA Name, NIR, 40 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
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