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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-14 |
| PA | RA | APPROVED | 2024-08-01 |
Branch Locations
368 Butler St., Pittsburgh, PA 15223 • United States
Pittsburgh, PA • United States
311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Connecticut | Storrs | CT | 09/2015 | 05/2019 |
| Duncan Financial Group | Pittsburgh | PA | 05/2016 | 07/2018 |
| Gampel Pavilion Faculty | Storrs | CT | 01/2019 | 05/2019 |
| Federated Securities Corp | Pittsburgh | PA | 07/2019 | 07/2024 |
| Federated Hermes, Inc. | Pittsburgh | PA | 07/2019 | 07/2024 |
| Mdta Advisers, A Division Of Federated Mdta Llc | Boston | MA | 11/2019 | 07/2024 |
| Federated Investment Counseling | Pittsburgh | PA | 11/2019 | 07/2024 |
| Federated Global Investment Management Company | New York | NY | 11/2019 | 07/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 08/2024, Investment Advisor Representative, CIRA affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING 2) DUNCAN FINANCIAL GROUP, 368 Butler Street, Pittsburgh PA 15223, United States, 07/2024, IAR, DBA NAME, INV REL, 160 HR/MO - 160 HR/MO TRADING. 3) DUNCAN FINANCIAL PLANNING ADVISORS, 368 Butler Street, Pittsburgh, PA 15223, 03/20/2026, Investment Advisor Representative, RIA Affiliation (other than CIRA), NIR, 0 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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