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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments, Llc | Erie | PA | 01/2016 | 04/2017 |
| Pnc Bank | Erie | PA | 01/2016 | 04/2017 |
| Displaced/Unemployed | Erie | PA | 04/2017 | 11/2017 |
| Pnc Investments | Pittsburgh | PA | 11/2017 | 03/2022 |
| Pnc Bank | Pittsburgh | PA | 11/2017 | 03/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
| Emoney Advisor | Radnor | PA | 02/2023 | 03/2026 |
| Unemployed | Pittsburgh | PA | 03/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
| S66 | Uniform Combined State Law Examination | 2016-07-29 |
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