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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jkj Financial Services | Newtown | PA | 05/2016 | 12/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2025 | Present |
| M Holdings Securities, Inc. | Newtown | PA | 09/2016 | 12/2019 |
| Goat Logistics Llc | Bensalem | PA | 05/2025 | 07/2025 |
| Unemployed | Yardley | PA | 01/2020 | 05/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
1) CIRA, 1776 Pleasant Plain Rd, Fairfield, IA 52556, 03/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) CALLE FINANCIAL NETWORK LLC, 235 N SYCAMORE STREET, NEWTOWN PA 18940, 03/2026, FINANCIAL ASSOCIATE (W-2 EMPLOYEE), DBA NAME, NIR, 160 HR/MO - 130 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-31 |
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