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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2011 | Present |
| Wealth Preservation And Management, Inc. | Irwin | PA | 01/1992 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) WEALTH PRESERVATION AND MANAGEMENT INC - DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST IRWIN PA, 01/1992 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 5/WK 1/TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2011, AS ADVISORY REP OF A RIA. INV REL, 10/WK 10/TRADING 3) PENNSVILLE BAPTIST CHURCH, 3298 RICHEY ROAD MT PLEASANT PA, 01/2023, CHURCH TRUSTEE, RELIGIOUS VOLUNTEER, NIR, 3 HR/MO 3 HR/MO TRADING 4) DUNCAN FINANCIAL GROUP LLC, 311 MAIN STREET IRWIN PA, 08/2024, IAR, DBA, INV REL, 4 HR/MO 0 HR/MO TRADING 5) IRWIN CAPITAL MANAGEMENT, LLC, 311 Main St, Irwin PA 15642, United States, 12/15/2021, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-15 |
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