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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-02
NY RA APPROVED 2021-05-10
  • TX RA
    APPROVED_RES
    Since 2026-01-02
  • NY RA
    APPROVED
    Since 2021-05-10

Branch Locations

7207 East Genesee St., Fayetteville, NY 13066 • 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
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
  • 08/2003 → Present
    Lee E. Kalin & Associates
    East Syracuse, NY
  • 03/2005 → 08/2018
    Cadaret, Grant & Co., Inc.
    East Syracuse, NY
  • 08/2018 → Present
    Fairfield, IA
  • 08/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-07-26
  • S63 Uniform Securities Agent State Law Examination
    2005-07-26
Other Names
  • Alicia Rayna Kalin
  • Alicia Rayna Kalin

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