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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-01-25 |
| TX | RA | APPROVED | 2022-01-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mount St. Mary's University | Emmitsburg | MD | 08/2014 | 05/2018 |
| City National Rochdale | Limerick | PA | 06/2017 | 08/2017 |
| Lawn Boys | Yardley | PA | 06/2013 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 06/2018 | 01/2022 |
| Self Employed | Yardley | PA | 04/2020 | 12/2020 |
| Cambridge Investment Research, Inc. | Fairfield | KS | 01/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | Present |
1) CALLE FINANCIAL NETWORK LLC / 235 N Sycamore, Newtown PA 18940 / 01/24/2022 / INV REL / FINANCIAL ADVISOR - EMPLOYEE / 170 HR/MO - 130 HR/MO TRADING 2) CIRA / 1776 PLEASANT PLAIN RD, FAIRFIELD, IA 52556 / AS ADVISORY REP OF A RIA / INV REL / 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) LANDLORD / Warrington PA 18976 / 10/07/2022 / NIR / RENTAL PROPERTY / 1 HR/MO - 0 HR/MO TRADING 4) CYO VOLUNTEER, 585 W Street Road, Warminster PA 18974, 11/2023, Volunteer Coach, NIR, 4 HR/MO - 0 HR/MO TRADING. 5) COMPREHENSIVE INSURANCE RISK MANAGEMENT LLC, 235 N Sycamore Stree, Newtown PA 18940, United States, 11/25/2024, Insurance Agent/Sales, INV REL, 6 HR/MO - 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-25 |
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