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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-01-10 |
| MA | RA | APPROVED | 2024-12-24 |
Branch Locations
74 Batterson Park Rd., Ste. 303, Farmington, CT 06032 • United States
289 Great Rd Suite 200, Acton, MA 01720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2024 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2024 | Present |
| Bryant University | Smithfield | RI | 09/2018 | 06/2022 |
| University Of Massachusetts Amherst | Amherst | MA | 08/2022 | 09/2023 |
| Unemployment | Acton | MA | 09/2023 | 09/2024 |
| High School - The Bromfield School | Harvard | MA | 09/2014 | 06/2018 |
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2024 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 03/11/2025 2. BLUEBIRD PRIVATE WEALTH LLC DBA BLUEBIRD PRIVATE WEALTH, 289 Great Rd Suite 200, Acton MA 01720, United States, 01/01/2026, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-14 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-08 |
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