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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-05-03
  • CA RA
    APPROVED
    Since 2021-05-03

Branch Locations

625 2Nd Street, Suite 100 #C, Petaluma, CA 94952 • United States

1500 Valley House Dr. #210, Rohnert Park, CA 94928 • United States

Petaluma, CA • 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
Open Trail Financial Consultants Santa Rosa CA 08/2019 Present
Carneros Resort And Spa Napa CA 10/2015 07/2019
Cambridge Investment Research Fairfield IA 03/2020 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 05/2021 Present
  • 08/2019 → Present
    Open Trail Financial Consultants
    Santa Rosa, CA
  • 10/2015 → 07/2019
    Carneros Resort And Spa
    Napa, CA
  • 03/2020 → Present
    Cambridge Investment Research
    Fairfield, IA
  • 05/2021 → Present
    Fairfield, IA
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80/MO-80/TRADING. 05/03/21 2) ANGELINA HANSEN, 111 Santa Rosa Avenue, Suite 330, Santa Rosa CA 94952, 02/2023, Agent, Life and Health Insurance, NIR, 1 HR/MO - 1 HR/MO TRADING. 3) OPEN TRAIL FINANCIAL CONSULTANTS, 111 Santa Rosa Avenue, Suite 330, Santa Rosa CA 95404, United States, 05/16/2024, Marketing DBA, Administrative, NIR, 0 HR/MO - 0 HR/MO TRADING. 4) PROTECTED INVESTORS OF AMERICA (PIA), 111 Santa Rosa Ave, Suite 330, Santa Rosa CA 95404, United States, 10/29/2024, DBA Name, INV REL, 0 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-22
  • S66 Uniform Combined State Law Examination
    2020-10-22
Designations
Other Names
  • Angelina Calvelli
  • Angelina Calvelli

View on SEC IAPD

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