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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. Peat & Associates | Lynbrook | NY | 01/1999 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2013 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2013 | Present |
1) MARK DEROSA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 2) JPA CAPITAL GROUP LLC, LYNBROOK NY. 02/2003, PRESIDENT, RENTAL PROPERTY, NIR, 20 HRS/MO 0 HRS/MO TRADING 3) VANTAGEPOINT BENEFIT ADMINISTRATORS, 20 Blake Avenue, Lynbrook NY 11563, United States, 04/01/2003, Founder. Insurance/Benefits/Human Resource, 100 HRS/MO 80 HRS/MO TRADING 4) VANTAGEPOINT COMMERCIAL COVERAGE, 20 BLAKE AVE LYNBROOK NY, 08/2020, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 8 HR/MO 8 HR/MO TRADING 5) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 07/2013, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 6) WOODHAVEN MANOR LLC, 213 NEW HOPE LANE FACTORYVILLE PA, 06/2024, OWNER, REAL ESTATE, NIR, 8 HR/MO 2 HR/MO TRADING 7) WOODHAVEN FOUNDATION, 213 New Hope Lane, Factoryville PA 18419, United States, 06/10/2024, Founder, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 8 HR/MO - 2 HR/MO TRADING 8) J. PEAT & ASSOCIATES, INC, 20 Blake Avenue, Lynbrook NY 11563, United States, 01/15/1999, Founder, Insurance/Benefits/Human Resources, NIR, 100 HR/MO - 80 HR/MO TRADING 9) AZZOLINA LLC, 20 Blake Avenue, Lynbrook NY 11563, 11/01/2024, Owner, Real Estate, INV REL, 20 HR/MO, 8 HR/MO TRADING. 10) WOODHAVEN ON MULBERRY LLC, 1526 Mulberry Street, Scranton PA 18510, 07/01/2024, Owner, Real Estate, NIR, 8 HR/MO, 2 HR/MO TRADING. 11) AZZOLINA LLC DBA WOODHAVEN RECOVERY, 213 New Hope Ln, Factoryville PA 18419, 08/01/2024, Owner, operating entity managing a residential continuum of care recovery program, NIR, 20 HR/MO, 8 HR/MO TRADING. 12) ENTREPRENEURS ORGANIZATION, 151 West 19th Street, 5th floor, new york NY 10011, United States, 07/2025, BOARD MEMBER, NIR, 12 HR/MO - 4 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-29 |
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