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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-01 |
| NY | RA | APPROVED | 2024-07-01 |
Branch Locations
1142B South Railroad Ave., Staten Island, NY 10306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2021 | 07/2024 |
| Innovative Advocate Group | Red Bank | NJ | 01/2020 | 06/2021 |
| University Of Delaware | Newark | DE | 08/2017 | 05/2021 |
| Country Day Camp | Manalapan | NJ | 06/2015 | 08/2019 |
| Manalapan High School | Manalapan | NJ | 08/2013 | 06/2017 |
| Party Perfect Rentals | Newark | DE | 09/2016 | 10/2016 |
| Bank Of America, N.A. | Pennington | NJ | 07/2022 | 07/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2024 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 07/01/2024 2. MANY HAPPY RETURNS, 1142 B S RAILROAD AVE, Staten Island NY 10306, 01/2025, W2 EMPLOYEE, TAX SERVICES, NIR, 20 HR/MO - 10 HR/MO TRADING. 3. NETWORK TAX SERVICE INC. DBA WESTMINSTER TAX SERVICE, 500 Morris Ave, Suite 101, Springfield NJ 07081, 01/2025, W2 EMPLOYEE, TAX SERVICE, NIR, 20 HR/MO - 10 HR/MO TRADING. 4. NETWORK AGENCY INC., 1142 B S RAILROAD AVE, Staten Island NY 10306, 01/2025, W2 EMPLOYEE, TAX SERVICE, NIR, 20 HR/MO - 10 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-05 |
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