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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-01-30 |
Branch Locations
One West Boylston Street Suite 202, Worcester, MA 01605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Worcester | MA | 05/2020 | 12/2023 |
| College Of The Holy Cross | Worcester | MA | 08/2013 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2020 | 12/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2) BARTLETT WEALTH MANAGEMENT, 1 WEST BOYLSTON ST SUITE 202 WORCESTER MA, 01/2024, AGENT, DBA, INV REL, 160 HR/MO 130 HR/MO 3) FIXED COST INSURANCE, 1 WEST BOYLSTON ST SUITE 202 WORCESTER MA, 01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, NIR, 10 HR/MO 10 HR/MO TRADING 4) NATIONAL STRENGTH AND CONDITIONING ASSOCIATION, 1885 BOB JOHNSON DRIVE COLORADO SPRINGS CO, 08/2024, AUTHOR/PRESENTER, VIDEO SERIOS, NIR, 10 HR/MO 4 HR/MO TRADING 5) WORCESTER TRUST FUND COMMISSION, 455 Main Street, Worcester MA 01608, United States, 09/01/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-14 |
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