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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-04-16
  • MA RA
    APPROVED
    Since 2013-04-16

Branch Locations

163 Front St Ste 203, Marion, MA 02738 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Phoenix Homelife Hartford CT 05/1993 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2009 Present
Cambridge Investment Research, Inc Fairfield IA 10/2010 Present
Previous Registrations
  • 2006-09-13 → 2009-08-25
    Mutual Service Corporation
    Westborough, MA
    Mariion, MA
  • 2005-03-29 → 2006-09-12
    Winslow, Evans & Crocker, Inc.
    Boston, MA
    Boston, MA
Other Businesses

1)PEARSON/PRENTICE HALL, 1 LAKE STREET, UPPER SADDLE RIVER, NJ, 02/11/09, AUTHOR, FINANCIAL EDUCATION PUBLICATIONS, 120 HR/YR- 0 DURING TRADING HOURS. 2)BONNIE KIRCHNER, PO BOX 973, MARION, MA, INDEPENDENT INSURANCE AGENT, MARION, MA, 12/1990 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 15/YR - 10/TRADING. 3)SEA CHANGE FINANCIAL EDUCATION, LLC 163 FRONT STREET, STE 203, MARION, MA 01/08/10, FOUNDER- DEVELOPED TO HOUSE ACTIVITIES SURROUNDING MY BOOK 7 HR/MO- 1 HR/WK TRADING 4)EVEN KEEL FINANCIAL SERVICES, LLC, PO BOX 973, MARION, MA 02738. BEGAN 1/2010 AS OWNER-OPERATING ENTITY FOR INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES. DEVOTES 40 HR/WK- 35 HR/TRADING. 5)BENTLEY UNIVERSITY, 175 FOREST ST, WALTHAM, MA, 1/2016 AS ADJUNCT FACULTY. NIR - 3 HR/WK - 0/TRADING. 6)RENTAL PROPERTY OWNER, 534 EAST MOUNTAIN ROAD #8, KILLINGTON, VT TWO PROPERTIES IN VERMONT. NIR - 2/WK - 0/TRADING. 7)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 20/TRADING. 08/24/09. 8)BEVERLY YACHT CLUB COUNCIL MEMBER AND TREASURER, 99 Water Street, PO Box 181 MA 02493, Board Member, Treasurer, NIR, 1 HR/MO - 0 Trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-27
  • S63 Uniform Securities Agent State Law Examination
    1992-10-27
Designations
Other Names
  • Bonnie S Kirchner
  • Bonnie Susan Bleidt
  • Bonnie Susan Bleidt

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