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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-08-09
  • MA RA
    APPROVED
    Since 2023-08-09

Branch Locations

46 Accord Park Dr, Norwell, MA 02061 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 08/2022 Present
Cambridge Investment Research, Inc. Fairfield IA 01/2020 Present
Aegis Insurance Agency Weymouth MA 06/2017 Present
Unemployed (Student) Winooski VT 09/2015 06/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2023 Present
  • 08/2022 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2020 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2017 → Present
    Aegis Insurance Agency
    Weymouth, MA
  • 09/2015 → 06/2017
    Unemployed (Student)
    Winooski, VT
  • 08/2023 → Present
    Fairfield, IA
Other Businesses

1) AEGIS INSURANCE AGENCY, 1255 MAIN ST, WEYMOUTH, MA, 06/2017, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 80 HR/MO, 64 HR/MO TRADING. 2) THE BULFINCH GROUP, 1255 MAIN ST, WEYMOUTH, MA, 04/2023, PRESENTER, BASICS OF PC INS TO NEW FPS, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) ROCKLAND EDUCATION FOUNDATION, ROCKLAND, MA, 12/2022, BOARD MEMBER, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 08/2023, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING. 5) RAINMAKER FINANCIAL LLC - DBA: STRATEGIC FINANCIAL, 46 ACCORD PARK DR, NORWELL, MA, 03/2024, EMPLOYEE, DBA, INV REL, 20 HR/MO, 17 HR/MO TRADING. 6) STRATEGIC FINANCIAL SERVICES, 46 ACCORD PARK DR, NORWELL, MA, 03/2024, W2 EMPLOYEE, DBA, NIR, 20 HR/MO, 17 HR/MO TRADING. 7) Aegis Insurance Agency, 1255 Main St, Weymouth MA 02190, United States, 10/2025, Owner, DBA Name, Not Investment Related, 104 HR/MO, 104 HR/MO Trading 8) Dylan T Bernache LLC, 1255 Main St Ste 1, Weymouth MA 02190, United States, 10/2025, Owner, Owner/Partner of a Business Entity, Not Investment Related, 104 HR/MO, 104 HR/MO Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-31
  • S66 Uniform Combined State Law Examination
    2023-07-31

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