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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-14 |
| PA | RA | APPROVED | 2016-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Montoursville | PA | 05/2009 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2016 | Present |
1) CIRA- 1776 Pleasant Plain Road, Fairfield IA, 52556. Advisory Rep of a Registered Investment Advisor. investment related, 30/weekly, 30/trading. See employment history for start date 2) INDEPENDENT INSURANCE AGENT, 1500 SYCAMORE RD STE 350, MONTOURSVILLE, PA, 5/2018 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 3) CLEAR VIEW ADVISORS LLC, 101 WEST THIRD ST, 400A, WILLIAMSPORT PA 17701, 10/2016, OWNER, SECURITIES DBA, INV REL, 160 HR/MO - 130 HR/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-21 |
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