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Fort Washington, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-06 |
Branch Locations
Fort Washington, PA • United States
Winterville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2016 | 12/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2016 | 12/2017 |
| Volkers Capital Corp | Pembroke Pines | FL | 05/2012 | 12/2021 |
| The Investment Lab, Llc | Winterville | NC | 01/2018 | Present |
Outside business activity as a technology programming support technician with Indeed. Indeed, 6433 Champion Grandview Way, Austin, TX 78745. The nature of the other business is not investment related. The business is focused on resume and job listings, placement and related services to job seekers and corporations employment needs. The position is Lead Technical Analyst, Integration Delivery Responsibilities include product, system, and integration support for job placement agencies, recruiters, applicant tracking systems and job seekers. The start date is 7/20/2022. The approximate number of hours per month devoted to the other business is 160. The number of hours you devote to the other business during securities trading hours is 6.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2016-03-11 |
| S66 | Uniform Combined State Law Examination | 2012-03-17 |
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