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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| MA | RA | APPROVED | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Franklin | MA | 07/2007 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | Present |
1. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 07/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. DEAN AVE PLANNING GROUP LLC, 29 dean ave, franklin MA 02038, 07/2022, MANAGING PARTNER, FINANICAL PLANNING, INV REL, 60 HR/MO - 40 HR TRADING 3. FIXED INSURANCE, 29 Dean Ave, P.O. Box 347, Franklin MA 01757, United States, 10/31/2025, Agent, Fixed Insurance and Disability Insurance, NIR, (4) HR/MO - (4) HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-06 |
| S66 | Uniform Combined State Law Examination | 1996-01-30 |
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