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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-01-28 |
Branch Locations
17 Dunstable Rd # A, North Chelmsford, MA 01863-1414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taxman Chelmsford | N Chelmsford | MA | 01/1990 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2005 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2014 | Present |
1) ACC REALTY LLC, 95 ACTON RD, CHELMSFORD, MA, SINCE 1/2015 AS BOOKEEPER. NIR - DEVOTES 5 HR/MO - NONE DURING TRADING. 2) TRISTAAN PETULLO 17A DUNSTABLE RD N. CHELMSFORD, MA 01863. BEGAN 01/01/2000 AS INSURANCE AGENT THAT SELLS AND SERVICES P&C, HEALTH AND LIFE INSURANCE. INVESTMENT RELATED. DEVOTES 5 HRS/WK. 5 HRS DURING TRADING. 3) TRISTAAN PETULLO 17A DUNSTABLE RD N. CHELMSFORD, MA 01863. BEGAN 01/01/1996 AS NOTARY. NOT INVESTMENT RELATED. DEVOTES 5 HRS/MNTH. 5 HRS DURING TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 01/16/2014 5) RED-E-BINS MA, LLC, 95 Acton Rd, Chelmsford MA 01824, 06/2023, Bookkeeper, Pickup and Disposal of Waste, NIR, 10 HR/MO, 0 Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-11 |
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