Karen Gayle Shapiro

Current Employers

Employment History

• 12/2011 → 12/2016
  Dc Consulting
  Medfield, MA
• 10/2016 → 06/2022
  Securities America Inc.
  Wellesley, MA
• 11/2015 → 07/2019
  Sur La Table
  St. Natick, MA
• 06/2017 → 06/2019
  Securities America Advisors
  Welleseley Hills, MA
• 06/2019 → 06/2022
  The Patriot Financial Group
  Shrewsbury, MA
• 06/2022 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2022 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2019-07-02 → 2022-06-27
  The Patriot Financial Group, Llc
  Walpole, MA
  Shrewsbury, MA
• 2017-06-20 → 2019-08-28
  Securities America Advisors, Inc.
  Welleseley Hills, MA

Other Businesses

1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 06/28/2022 2. GREEN FUTURE WEALTH MANAGEMENT, 367 Route 120, Unit B-4, Lebanon NH 03766, United States, 06/27/2022, Employee, Employee (receive a W-2), NIR, 160 HR/MO - 160 HR/MO TRADING 3. GREEN FUTURE WEALTH MANAGEMENT, 367 Route 120, Unit B-4, Lebanon NH 03766, United States, 06/27/2022, Independent Insurance Agent, Insurance/Benefits/Human Resources, NIR, 15 HR/MO - 15 HR/MO TRADING 4. KAREN SHAPIRO, 367 ROUTE 120 UNIT B4 Lebanon NH 03766-1430 United States, 07/2026, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 5. PARSONAGE FUNDRAISING CAMPAIGN, Windsor, VT 05089, 07/2026, Committee Member, Volunteer, NIR, 4 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2017-05-30

Designations