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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-07 |
| NJ | RA | APPROVED | 2026-06-30 |
Branch Locations
450 11Th Avenue South, Unit 2B Lanterns Condo Assoc., Naples, FL 34102 • United States
1233 Haddonfield Berlin Rd. , Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeffrey A Laine Cpa Llc | Voorhees | NJ | 03/2016 | 02/2022 |
| Fidelity Investments | Naples | FL | 02/2022 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-07 |
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