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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kca Wealth Management | Camp Hill | PA | 06/2021 | Present |
| Concourse Financial Group Securities | Camp Hill | PA | 01/2021 | 04/2022 |
| Concourse Financial Group Securities | Camp Hill | PA | 03/2022 | 04/2022 |
| Lebanon Valley College | Annville | PA | 09/2017 | 02/2021 |
| Northern York Highschool | Dilsburg | PA | 08/2013 | 06/2017 |
| Lobar Inc | Dillsburg | PA | 05/2020 | 12/2020 |
| Meyers Sheet Metal | Dillsburg | PA | 06/2017 | 09/2017 |
| Vfw Post 6771 | Dillsburg | PA | 02/2015 | 06/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1. KCA WEALTH MANAGEMENT, 3806 Market St., Ste. 1, Camp Hill PA 17011, United States, 08/05/2023, W2 Employee, INV REL, 160 HR/MO - 120 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, 04/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
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