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2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-14 |
| MA | RA | APPROVED | 2024-07-03 |
Branch Locations
80 Central St., Ste. 150, Boxborough, MA 01719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2015 | Present |
| Foliage, Inc. | Burlington | MA | 12/2010 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2016 | Present |
| Bridgeport Financial Solutions | Fairfield | IA | 06/2024 | Present |
1. Law Offices of Richard T. Mallon Jr.,1 Centre St.,Malden, MA 02148; began on 2/1/16 as Tax Preparer, Not investment related, Devotes 45 hr/wk, 8 during business hours. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 6/2016 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. 3) ANTAEUS WEALTH ADVISORS,LLC ONE CENTRE STREET MALDEN MA. 10/20/2016, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INVESTMENT RELATED, 2/WEEKLY, NONE/TRADE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-02 |
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