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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-20 |
Branch Locations
7293 Buckley Road, Suite 100, Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2021 | Present |
| Unemployed | Baldwinsville | NY | 09/2019 | 05/2021 |
| Itt | Seneca Falls | NY | 04/2013 | 09/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2025 | Present |
1) THE CUS FOUNDATION, 3684 JUNCO TRAIL, LIVERPOOL NY 13090, 02/2024, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 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, 03/2025 3) CUSTOM WEALTH MANAGEMENT, 7293 Buckley Road Suite 100 Syracuse NY 13212, 06/2025, AGENT, PARAPLANNING, IR, 200 HR/MO, 130 HR/MO TRADING 4) CAPILLI CONSULTING CORP, 8304 Crimson King Circle, Baldwinsville NY 13027, 03/2025, President, DBA Name, INV REL, 160 HR/MO, 130 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-02 |
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