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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2022-05-31 |
| TX | RA | APPROVED_RES | 2017-01-03 |
| MA | RA | APPROVED | 2015-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2012 | Present |
| Strategic Financial Services | Norwell | MA | 11/2012 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2015 | Present |
1. STRATEGIC FINANCIAL SERVICES, 46 ACCORD PARK DR, NORWELL, MA, 3/08/2017 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 40/WK - 4/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. 12/10/12 3. RAINMAKER FINANCIAL LLC dba STRATEGIC FINANCIAL, 46 ACCORD PARK DR, NORWELL, MA, 12/28/2012 AS OWNING PARTNER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. NIR - 0 HRS. 4. MOUNTAINONE BANK, 279 UNION ST, ROCKLAND, MA, 04/23/2019. CORPORATOR, APPROVE BYLAW CHANGES, ATTEND MEETINGS. INV REL-4/MO-0/TRADING. 5. MICHAEL QUIRK- NOTARY PUBLIC, 46 ACCORD PARK DRIVE, NORWELL, MA, 11/25/15,, NIR, 1 HR/MO- 1/TRADING HR. 6. JARED LEWIS QUIRK "GOOD GUY" SCHOLARSHIP, 21 HOLBROOK STREET, ROCKLAND, MA, CHARITY AUTHORIZED SIGNER, 01/01/19, NIR, 24 HR/YR- 0/TRADING HR. 7. STRATEGIC FINANCIAL SERVICES / NORTH LIGHT FINANCIAL SERVICES, 46 Accord Park Drive, Norwell MA 02061, 03/2026, Owner, Owner/Partner of a Business Entity, INV REL, 20 HR/MO, 20 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
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