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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2018-11-05 |
| MA | RA | APPROVED | 2013-04-16 |
Branch Locations
Little Compton, RI • United States
101 Longwater Circle Ste 103, Norwell, MA 02061 • United States
101 Longwater Circle Unit 103, Norwell, MA 02061 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2010-01-05 |
Branch Locations
101 Longwater Circle Suite 103, Norwell, MA 02061 • 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 | 06/2007 | Present |
| Global Vision Advisors | Hingham | MA | 06/2007 | Present |
| Global Vision Advisors | Hingham | MA | 01/2010 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2013 | Present |
1) GLOBAL VISION ADVISORS LLC, 101 LONGWATER CIR, STE 103, NORWELL, MA, 6/14/2007 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - 5/TRADING. 2) GLOBAL VISION ADVISORS LLC, 101 LONGWATER CIR, STE 103, NORWELL, MA, 1/01/2014 AS ADVISORY REP OF A RIA. INV REL - 8/WK - 8/TRADING. 3) SOUTH SHORE HOSPITAL, 55 FOGG RD SOUTH WEYMOUTH, MA. 1/1/11 ASA CO-CHAIR; BOARD MEMBER AND CURRENT CO-CHAIR OF SOUTH SHORE HOSPITAL LINKS COMMITTEE. RAISING FUNDS FOR THE BENEFIT OF PEDIATRICS DEPARTMENT. DEVOTES 2 HRS/MNTH. NONE DURING TRADING. NON-PROFIT ORGANIZATION. 2 HR/MO- 0/TRADING HR. 4) 101 LONGWATER LLC, 101 LONGWATER CIR, STE 103, NORWELL, MA, 1/01/2012 AS LANDLORD OF COMMERCIAL RENTAL PROPERTY. NIR - 1/MO - 0/TRADING. 5) YMCA - HANOVER, 75 MILL ST, HANOVER, MA- COMMITTEE MEMBER- NON-PROFIT, 07/10/17, NIR, 4 HR/YR- 4/TRADING HR. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING. 06/14/07 7) YATA LLC, 90 E FIELDVIEW CIRCLE, BOZEMAN, MT, 12/17/2018. MEMBER, PART OWNER. NIR-0/YR-0/TRADING. 8) SAKONNET GOLF CLUB, 79 SAKONNET POINT RD, LITTLE COMPTON, RI, BOARD MEMBER OF A NON-PUBLIC ENTITY, PRESIDENT, 11/01/2024, NIR, 4/MO- 0/TRADING 9) SGC HOLDINGS / 685 West Main Rd, Little Compton RI 02837 / 11/2022 / BOARD MEMBER, SAKONNET GOLF CLUB HOLDING COMPANY / NIR / 1 HR/MO - 1 HR TRADING 10) HINGHAM CONGREGATIONAL CHURCH INVESTMENT COMMITTEE, 366 Main St, Hingham MA 02043, 09/2024, Committee Member, Volunteer, NIR, 1 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-05 |
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