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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-04-29 |
| PA | RA | APPROVED | 2009-08-10 |
Branch Locations
210 Wallace Rd., Wexford, PA 15090 • United States
West Sunbury, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2009 | Present |
1) SUMMIT VIEW WEALTH MANAGEMENT, LLC, 210 Wallace Rd, Wexford PA 15090, United States, 03/01/2013, Owner, DBA Name, NIR, 1 HR/MO - 0 HR/MO TRADING 2) INDEPENDENT INSURANCE AGENT, 08/2009 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 10/WK 2/WK. 3) NATURAL GAS LEASE, 1051 WEST SUNBURY ROAD WEST SUNBURY PA 16061, LAND OWNER, 08/2011. NIR, 1 HR/YEAR. NONE DURING TRADING. NATURAL GAS LEASE PAYMENT AND POTENTIAL FUTURE ROYALTY PAYMENTS. 4) MUDDY CREEK OUTDOOR VENTURES/FARM, 1051 WEST SUNBURY ROAD WEST SUNBURY, PA 16061. 12/2011, OWNER, AGRICUTURE, NIR, 10 HR/MO 4 HR/MO DURING TRADING. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 2/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 6) SVWM REALTY LLC, 210 WALLACE RD WEXFORD PA 15090, 01/2025, OWNER, REAL ESTATE, NIR, 2 HR/MO 1 HR/MO TRADING. 7) SVWM REALTY LLC, 210 WALLACE RD WEXFORD PA 15090, 01/2025, OWNER, REAL ESTATE/SINGLE FAMILY HOME, NIR, 2 HR/MO 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-18 |
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