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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-28 |
| TX | RA | APPROVED_RES | 2022-02-02 |
| PA | RA | APPROVED | 2012-10-08 |
Branch Locations
16 N State St, Newton, PA 18940 • United States
176 Main St, Owego, NY 13827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2012 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2012 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) NEWTOWN FINANCIAL SERVICES, LLC, 16 N. STATE ST, NEWTOWN, PA 18940. BEGAN 10/2012 AS PRINCIPAL W/ 50% INTEREST IN INSURANCE LLC. DEVOTES 20 HR/WK- 20HR/TRADING. 3) GWH WEALTH ADVISORS, LLP, 16 N STATE ST, NEWTOWN PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES,01/01/20, INV REL, 5/MO- 1/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 5) TIOGA COUNTY CHAMBER OF COMMERCE, 1 Sheldon Guile Blvd, Owego NY 13827, 01/2025, BOARD MEMBER, NIR, 2 HR/MO - 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-09 |
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