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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-23 |
| MD | RA | APPROVED | 2007-10-29 |
Branch Locations
2 Corporate Dr., Ste. 921, Shelton, CT 06484 • United States
8010 Corporate Dr Ste A, Baltimore, MD 21236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benefit Watch | Baltimore | MD | 11/1996 | Present |
| Cambridge Investment Research, Inc. | Baltimore | MD | 03/1999 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 10/2007 | Present |
1) BENEFIT WATCH, LLC, 8010 CORPORATE DRIVE, STE A, BALTIMORE, MD, 01/01/98, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, PARTNER, 8 HR/WK- 0/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-40/WK-30/TRADING. 10/01/07 3) INVESTMENT WATCH, 230 Schilling Circle, Suite 352, Hunt Valley MD 21031, 01/2017, Owner, DBA Name, INV REL, 180 HR/MO - 140 HR/MO TRADING. 4) HILL FINANCIAL SERVICES, 2 Corporate Drive, Suite 921, Shelton CT 06484, United States, 08/2024, Owner, DBA Name, NIR, 120 HR/MO - 115 HR/MO TRADING 5) DONNA M BUCHANAN, 230 Schilling Circle, Suite 352, Hunt Valley, MD 21031, 08/2026, Agent, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 3 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-18 |
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