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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-11-18 |
Branch Locations
157 Post Ave #301, Westbury, NY 11590 • United States
255 Executive Dr. Ste. Ll100C, Plainview, NY 11803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David Lerner Associates, Inc | Syosset | NY | 11/2015 | 07/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | 05/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | 05/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2024 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 11/2024 2. DBA ATTITUDE FINANCIAL ADVISORS, 255 Executive Drive, LL100C, Plainview NY 11803, 05/2025, W2 Employee, DBA Name, NIR, 160 HR/MO, 140 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-13 |
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