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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-13 |
| NY | RA | APPROVED | 2022-01-06 |
Branch Locations
481 Penbrooke Dr. Ste. 4B, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Rochester | NY | 06/2020 | 01/2022 |
| Mass Mutual Life Insurance Company | Rochester | NY | 12/2019 | 01/2022 |
| F. Monti Enterprises Ltd | Rochester | NY | 06/2014 | 01/2020 |
| University Of Tampa | Tampa | FL | 08/2015 | 05/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | Present |
1) JURS MONTGOMERY, 69B MONROE AVE, PITTSFORD, NY, 01/2022, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 1 HR/MO, 1 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) AR WEALTH MANAGEMENT, 115 SULLEY'S TRAIL, SUITE 8, PITTSFORD NY 14534, 03/2024, ADMIN/SUPPORT, PARAPLANNING, INV REL, 64 HR/MO - 52 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-07 |
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