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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| NY | RA | APPROVED | 2021-05-10 |
Branch Locations
7207 East Genesee St., Fayetteville, NY 13066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee E. Kalin & Associates | East Syracuse | NY | 08/2003 | Present |
| Cadaret, Grant & Co., Inc. | East Syracuse | NY | 03/2005 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2018 | Present |
1) INDEPENDENT INSURANCE AGENT, 7207 E GENESEE STREET FAYETTEVILLE NY, 08/2006, OWNER, INSURANCE/BENEFITS/HUMAN RESOURCES, NIR, 4 HR/MO 4 HR/MO TRADING 2) LEE E KALIN & ASSOCIATES IN, 7085 MANLIUS CTR RD STE 2 EAST SYRACUSE NY, 8/2003, PRESIDENT/FINANCIAL PROFESSIONAL UTILIZING DBA NAME/TAX PRACTICE. INV REL, 400 HR/YR 300 HR/TRADING 3) SYRACUSE HEBREW DAY SCHOOL, 5655 THOMPSON RD SYRACUSE NY, 08/2018, BOARD MEMBER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO 0 HR/MO TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING 5) TEMPLE ADATH YESHURUN, 450 KIMBER RD SYRACUSE NY, 03/2023, TREASURER, RELIGIOUS ORGANIZATION, NIR, 5 HR/MO 0 HR/MO TRADING 6) OSHER MANAGEMENT LLC, 4477 SOUTHWOOD HEIGHTS DRIVE JAMESVILLE NY, RENTAL REAL ESTATE LLD, MANAGEING PARTNER, 02/2020, NIR, 2 HR/MO 1 HR/MO TRADING 7) OSHER TAX AND WEALTH, FAYETTEVILLE NY, 05/2023, PRESIDENT, TAX SERVICES, INV REL, 35 HR/MO 25 HR/MO TRADING 8) SHA"AREI TORAH ORTHODOX CONGREGATION, 4313 E GENESEE STREET DEWITT NY, 01/2024, TREASURER, RELIGIOUS ORGANIZATION, NIR, 2 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-26 |
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