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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-20 |
| PA | RA | APPROVED | 2019-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pittsburgh | PA | 12/2016 | 03/2019 |
| New York Life Insurance Co | Pittsburgh | PA | 11/2016 | 03/2019 |
| Unemployed | Irwin | PA | 10/2016 | 11/2016 |
| Hunt & Associates, Llc | Irwin | PA | 03/2016 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2019 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2019 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL-20/WK-20/TRADING, 04/17/19 2) DUNCAN FINANCIAL GROUP, 311 MAIN ST PA, 03/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20/WK-15/TRADING 3) DUNCAN FINANCIAL GROUP, 311 Main St, Irwin PA 15642, United States, 04/17/2019, IAR, DBA Name, INV REL, 160HR/MO-120HR/TRADING 4) DUNCAN FINANCIAL PLANNING ADVISORS, 311 Main St, Irwin PA 15642, United States, 03/25/2026, Investment Advisor Representative, RIA Affiliation (Other than CIRA), NIR, 5 HR/MO - 25 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-13 |
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