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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| PA | RA | APPROVED | 2013-01-07 |
Branch Locations
368 Butler St, Pittsburgh, PA 15223 • United States
Pittsburgh, PA • United States
311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2012 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2013 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1)FLEX SOURCE, INC, P.O. Box 142, Glenshaw PA 15116, United States, 02/15/1993, President, Owner/Partner of a Business Entity, NIR, 40 HR/MO - 24 HR/trading. 2)DUNCAN FINANCIAL GROUP, 311 MAIN STREET IRWIN PA. 04/13/2015, Independent insurance agent for various independent insurance companies. INVESTMENT RELATED, 5/WEEKLY 120/TRADE 3)DUNCAN FINANCIAL GROUP, 368 BUTLER STREET, PITTSBURGH PA. 9/2019 AS Independent insurance agent for various independent insurance companies. INVESTMENT RELATED, 3/WEEKLY 3/TRADE 4)CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 10/WEEK 10/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-19 |
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