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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

6710 Professional Pkwy Suite 201 B, Sarasota, FL 34240 • United States

Palmetto, FL • 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
The Huntington Investment Company Columbus OH 04/2010 12/2018
H. Beck, Inc. Rockville MD 01/2019 03/2021
Modern-Wealth Sarasota FL 01/2019 Present
Grove Point Advisors, Llc Rockville MD 04/2021 12/2021
Grove Point Investments, Llc Rockville MD 04/2021 12/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2021 Present
Cambridge Investment Research, Inc. Fairfield IA 12/2021 Present
  • 04/2010 → 12/2018
    Columbus, OH
  • 01/2019 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 01/2019 → Present
    Modern-Wealth
    Sarasota, FL
  • 04/2021 → 12/2021
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 12/2021
    Grove Point Investments, Llc
    Rockville, MD
  • 12/2021 → Present
    Fairfield, IA
  • 12/2021 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
Previous Registrations
  • 2021-04-01 → 2021-12-15
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Saraota, FL
  • 2019-01-17 → 2021-04-01
    Grove Point Investments, Llc
    Sarasota, FL
  • 2010-05-03 → 2019-01-10
    Akron, OH
    Massillon, OH
    Wooster, OH
    Canal Fulton, OH
    Cuyahoga Falls, OH
    Aurora, OH
    Twinsburg, OH
    Akron, OH
    Cuyahoga Falls, OH
    Cuyahoga Falls, OH
  • 2010-03-10 → 2010-04-26
    Cuyahoga Falls, OH
    Fort Mill, SC
    Cuyahoga Falls, OH
  • 2006-10-03 → 2010-03-10
    Amfin Investment Services, Inc.
    Cuyahoga Falls, OH
    Akron, OH
    Akron, OH
    Akron, OH
    Fairlawn, OH
  • 2005-10-26 → 2006-10-03
    Invest Financial Corporation
    Cuyahoga Falls, OH
    Barberton, OH
    Barberton, OH
    Akron, OH
    Akron, OH
Other Businesses

1) MODERN-WEALTH, LLC, 6710 Professional Parkway, Suite 201B, Sarasota FL 34240, 01/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 20 HR/MO - 5 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA. INV REL, 160 HR/MO- 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3) MODERN-WEALTH, LLC, 6710 Professional Pkwy, Sarasota FL 34240, United States, 12/15/2021, IAR, DBA Name, INV REL, 160 HR/MO- 120 HR/MO TRADING 4) LINDA A PARISI, MODERN-WEALTH, LLC, Modern-Wealth, LLC Attn: Parisi, 6710 Prof Pkwy, #201B, Sarasota FL 34240, United States, 04/15/2026, Agent, 1099, NIR, 5 HR/MO - 5 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-08
S63 Uniform Securities Agent State Law Examination 1993-06-04
  • S66 Uniform Combined State Law Examination
    2006-05-08
  • S63 Uniform Securities Agent State Law Examination
    1993-06-04
Other Names
  • Linda A Parisi
  • Linda Ann Parisi

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