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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-05 |
| SC | RA | APPROVED | 2026-01-05 |
Branch Locations
2752 Pleasant Rd. Ste. 108, Ft Mill, SC 29708 • United States
Williston Park, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2026 | Present |
| Jp Morgan Chase | New York City | NY | 06/2024 | 12/2025 |
| Hofstra University | Hempstead | NY | 06/2023 | 06/2024 |
| Iona University | New Rochelle | NY | 10/2021 | 06/2023 |
| Domino's Pizza | Agawam | MA | 06/2020 | 10/2021 |
| University Of San Diego | San Diego | CA | 06/2018 | 06/2020 |
| Stanford University | Stanford | CA | 05/2019 | 08/2019 |
| O'NEill Painting Services | Agawam | MA | 05/2018 | 06/2018 |
| Bryant University | Smithfield | RI | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-12 |
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