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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Rochester | NY | 06/2019 | 03/2020 |
| Suny Geneseo | Geneseo | NY | 01/2016 | 05/2019 |
| Corning Ymca | Corning | NY | 08/2014 | 05/2019 |
| Corning Country Club | Corning | NY | 08/2014 | 09/2018 |
| Cambridge Investment Research Advisors, Inc. | Rochester | NY | 04/2020 | 12/2022 |
| Core Wealth Management, Inc. | Rochester | NY | 04/2020 | 12/2022 |
| Alsworth Capital Management, Llc | Corning | NY | 01/2023 | 08/2025 |
| Legacy Financial Planning Llc | Rochester | NY | 06/2019 | 03/2020 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. INSURANCE SALES, 29 Goodway Drive, Rochester NY 14623, United States, 10/01/2025, Agent, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 01/09/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-11 |
| S66 | Uniform Combined State Law Examination | 2020-06-03 |
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