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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-05 |
| NY | RA | APPROVED | 2025-05-05 |
Branch Locations
107 Northern Blvd., Suite 304, Great Neck, NY 11021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hedrick | IA | 03/2019 | 12/2019 |
| Cambridge Investment Research | Fairfield | IA | 12/2019 | 09/2022 |
| Bank Of New Zealand | Auckland | 01/2017 | 03/2019 | |
| Unemployed | Poleno | 09/2016 | 12/2016 | |
| Wabtec Inc | Albia | IA | 10/2022 | 12/2024 |
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2024 | 01/2025 |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 05/05/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. PREMIER TAX PLANNING, 107 Northern Blvd, Great Neck NY 11021, United States, 01/01/2025, I don't do anything specifically under Premier Tax Planning - however they are located in the same building as Premier Wealth Planning, have joint employees and have a lot of mutual clients, Tax Services, NIR, 0 HR/MO - 0 HR/MO TRADING 3. PREMIER WEALTH PLANNING, 107 Northern Blvd, Great Neck NY 11021, United States, 01/01/2025, OSJ for Premier Wealth Planning, 1099, INV REL, 80 HR/MO - 80 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-25 |
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