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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-11-24 |
| PA | RA | APPROVED | 2010-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Voyages | Harleysville | PA | 01/1996 | Present |
| Financial Education Group | Harleysville | PA | 01/1997 | Present |
| Brokers Insurance | Ft Washington | PA | 10/2001 | Present |
| Neiburg Insurance Agency | Harleysville | PA | 01/2001 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2010 | Present |
| Continuity Partners Group, Llc | Fairfield | IA | 07/2013 | Present |
1) SANSON REALTY LLC (NON-INVESTMENT RELATED), 425 MAIN STREET, HARLEYSVILLE, PA; OWNER; START DATE: 2/19/08; 2 HR/MO, 0 HR DURING SECURITIES TRADING HRS; PURCHASE OF INVESTMENT PROPERTY. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) INSURANCE AGENT/SALES, 425 MAIN STREET, HARLEYSVILLE PA, 12/01/96, INV REL,INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 32 HR/MO- 28 HR/MO TRADING 4) SANSON PROPERTIES, 770 Reading Circle, Phoenixville PA 19460, 06/2000, OWNER REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING 5) PXVL PROPERTIES, 770 Reading Circle, Phoenixville PA 19460, 11/2019, OWNER REAL ESTATE, NIR, 0 HR/MO - 0 HR/MO TRADING 6) REGENCY AT KIMBERTON GLEN HOMEOWNER'S ASSOCIATION, 780 Reading Circle, Phoenixville PA 19460, United States, 07/19/2022, Volunteer, NIR, 10 HR/MO - 0 HR/MO TRADING 7) LES REALITY L.L.C., 770 Reading Circle, Phoenixville PA 19460, United States, 08/08/2022, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 8) FINANCIAL VOYAGES LLC, 425 Main Street, Harleysville PA 19438, United States, 01/01/2010, Owner, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-06 |
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