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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-31 |
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