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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
311 Main St, Irwin, PA 15642 • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 09/2019 | 08/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2021 | Present |
| Armstrong County Department Of Planning And Development | Kittanning | PA | 01/2016 | 01/2017 |
| Oakmont Country Club | Oakmont | PA | 05/2017 | 09/2019 |
| N/A | Sarver | PA | 01/2017 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST IRWIN PA 15642, 07/2023, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, NIR, 1 HR/MO 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2023, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 3) DUNCAN FINANCIAL PLANNING ADVISORS, 311 Main St, Irwin PA 15642, United States, 10/27/2025, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-04 |
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