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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2012 | Present |
| Boyertown Area School District | Boyertown | PA | 07/2002 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2012 | Present |
1)I HAVE BEEN A SELF-EMPLOYED INCOME TAX PREPARER SINCE THE 1990S. MY BUSINESS IS NOT INVESTMENT RELATED. DURING THE 10-WEEK TAX PREPARATION SEASON I WORK APPROXIMATELY 15-20 HOURS A WEEK. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2012 AS ADVISORY REP OF A RIA. INV REL - 10 HR/WK - 0/TRADING. 3)INDEPENDENT INSURANCE AGENT, 875 BERKSHIRE BLVD, WYOMISSING, PA, 1/2013 FOR VARIOUS INDEPENDENT INSURANCE COMPAINES. INV REL - 2 HR/WK - 0/TRADING. 4)SCHOOL BUSINESS CONSULTANT, 101 Grande Boulevard, Reading PA 19608, United States, 07/10/2023, Interim School Business Consulting, 1099 Contractor, NIR, 80 HR/MO - 80 HR/MO TRADING 5)BERKS CATHOLIC HIGH SCHOOL, 955 E. Wyomissing Blvd, Reading PA 19611, United States, 07/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 2 HR/MO TRADING 6)WYOMISSING FINANCIAL GROUP, 4300 Oley Turnpike Road, Reading PA 19606, United States, 07/01/2021, Investment Advisor Representative, DBA Name, INV REL, 16 HR/MO - 10 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-01 |
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