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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-13 |
| PR | RA | APPROVED | 2025-01-08 |
| NY | RA | APPROVED | 2021-12-06 |
Branch Locations
481 Penbrooke Dr. Ste. 4B, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2011 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Rochester | NY | 10/2017 | 12/2021 |
| Mml Investors Services, Llc | Rochester | NY | 10/2017 | 12/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | Present |
1) JURS MONTGOMERY, 1175 PITTSFORD VICTOR RD, SUITE 110, PITTSFORD, NY 14534, 03/2019, AGENT, FIXED INSURANCE, NIR, 8 HRS/MO - 0 HRS/MO TRADING. 2) KAFL, 800 LINDEN AVE, ROCHESTER, NY 14625, 01/2014, AGENT, MEDICARE SALES, NIR, 1 HR/MO - 1 HRS/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. SEE EMPLOYMENT FOR START DATE. 4) MOUNTAIN CAPITAL PLANNING, 481 PENBROOKE DRIVE, SUITE 4B, PENFIELD NY 14526, 02/2024, PRESIDENT, DBA NAME, INV REL, 160 HR/MO - 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-22 |
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