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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-03-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2019 | 10/2022 |
| Cambridge Investment Research Inc. | Fairfield | IA | 06/2019 | 10/2022 |
| Southern New Hampshire University | Manchester | NH | 09/2017 | 07/2022 |
| Charles River Bank | Medway | MA | 11/2017 | 12/2021 |
| Charles River Bank | Medway | MA | 10/2016 | 11/2017 |
| Sears Roebuck | North Attleborough | MA | 07/2016 | 10/2016 |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research Inc. | Fairfield | IA | 12/2022 | Present |
| Charles River Bank | Mendon | MA | 01/2022 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 06/2023, ADVISORY REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. 2) MATTHEW C PETERSON, 1 HASTINGS ST, MENDON, MA, 06/2023, NOTARY PUBLIC, NIR, 1 HR/MO, 1 HR/MO TRADING. 3) MATTHEW C PETERSON, 1 HASTINGS ST, MENDON, MA, 06/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 20 HR/MO, 20 HR/MO TRADING. 4) CHARLES RIVER BANK, 1 HASTINGS ST, MENDON, MA, 01/2022, W2 EMPLOYEE, Bank/Credit Union, NIR, 160 HR/MO, 160 HR/MO TRADING. 5) MATTHEW PETERSON, 1409 Cricket Lane, East Walpole MA 02032, United States, 10/15/2024, Self, Sales/Distribution, NIR, 2 HR/MO, 0 HR/MO TRADING 6) WEALTH ADVISORY SOLUTIONS AT CHARLES RIVER BANK, 1 Hastings St, Mendon MA 01756, United States, 01/02/2022, W2 Employee, Bank/Credit Union, NIR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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