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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-08 |
| PA | RA | APPROVED | 2021-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 08/2019 | Present |
| Cambridge Investment Research | Fairfield | IA | 08/2019 | Present |
| Duncan Financial Group | Irwin | PA | 05/2018 | Present |
| Somerset Trust Company | Youngwood | PA | 08/2016 | 05/2018 |
| Somerset Trust Company | Somerset | PA | 05/2017 | 08/2017 |
| Saint Vincent College | Latrobe | PA | 08/2014 | 05/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2021 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 06/2021, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80/TRADING 2) FINANCIAL PLANNING WORKSHOP, 1700 WASHINGTON ST GREENSBURG PA, 09/2024, COACH, FINANCIAL EDUCATION, NIR, 4 HR/MO 0 HR/MO TRADING 3) COLTON HEARN, 634 George St, Greensburg, PA 15601, 06/2026, Owner, Photography (Selling and Licensing Personal Photographs), NIR, 4 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-08 |
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