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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-12 |
| TX | RA | APPROVED_RES | 2018-08-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hunt Valley | MD | 03/2012 | 08/2018 |
| Mml Investors Services | Hunt Valley | MD | 04/2012 | 08/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | Present |
1. FRASER FINANCIAL PARTNER, 1909 THAMES ST STE 201, BALTIMORE, MD, 12/2017 AS OWNER/INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/WK - 15/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 3. FRASER FINANCIAL PARTNERS, 9061 Luna Lane, Sarasota FL 34241, 08/2018, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-20 |
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