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Mitchell Sanford

Bridgeport Financial Solutions

Boxborough, MA

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Current Employers
Bridgeport Financial Solutions

2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-03
  • MA RA
    APPROVED
    Since 2024-07-03

Branch Locations

80 Central St., Ste. 150, Boxborough, MA 01719 • 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
Zebra Cocktail Lounge Bozeman MT 08/2016 08/2017
Montana State University Bozeman MT 08/2017 07/2018
Gwfs Equities Andover MA 07/2018 02/2021
Lpl Financial Llc Amherst NH 02/2021 04/2021
Cambridge Investment Research, Inc. Fairfield IA 08/2023 Present
Fidelity Merrimack NH 04/2021 09/2022
Ropes And Gray Boston MA 09/2022 08/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 02/2024 Present
Bridgeport Financial Solutions Fairfield IA 06/2024 Present
  • 08/2016 → 08/2017
    Zebra Cocktail Lounge
    Bozeman, MT
  • 08/2017 → 07/2018
    Montana State University
    Bozeman, MT
  • 07/2018 → 02/2021
    Gwfs Equities
    Andover, MA
  • 02/2021 → 04/2021
    Lpl Financial Llc
    Amherst, NH
  • 08/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 04/2021 → 09/2022
    Fidelity
    Merrimack, NH
  • 09/2022 → 08/2023
    Ropes And Gray
    Boston, MA
  • 02/2024 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 06/2024 → Present
    Bridgeport Financial Solutions
    Fairfield, IA
Previous Registrations
Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/06/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2018-08-22
  • S66 Uniform Combined State Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2018-08-22

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
TD PRIVATE CLIENT WEALTH LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
BETRO MILESZKO & COMPANY
EDWARD JONES
CAPTRUST

Other Investors

ALLISON ELIZABETH CONLON
EVAN PETER WELCH
MICHAEL WILLIAM MALLON
ROBERT PELLAND
Eric Maiuri
KAWTAR SLAOUI
HIMANI PATEL
JON MATTHEW GARVIN

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Boxborough, MA
TD PRIVATE CLIENT WEALTH LLC · Foxborough, MA
CITIZENS SECURITIES, INC. · FOXBORO, MA
LPL FINANCIAL LLC · FOXBORO, MA
PFS INVESTMENTS INC. · FOXBORO, MA
BETRO MILESZKO & COMPANY · FOXBORO, MA
EDWARD JONES · FOXBORO, MA
CAPTRUST · Foxborough, MA

More in Boxborough, MA

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