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2700 N Central Ave Suite 1200, Phoenix, AZ 85004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-07-03 |
| NH | RA | APPROVED | 2024-06-28 |
Branch Locations
80 Central St., Ste. 150, Boxborough, MA 01719 • United States
Danville, NH • United States
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-26 |
| MA | RA | APPROVED | 2013-05-15 |
Branch Locations
80 Central St. Ste. 150, Boxborough, MA 01719 • United States
Danville, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sohn & Associates | Boxborough | MA | 05/2008 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2011 | Present |
| Cambridge Investmentn Research Advisors, Inc | Fairfield | IA | 05/2013 | Present |
| Bridgeport Financial Solutions | Fairfield | IA | 06/2024 | Present |
1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, BOXBOROUGH MA, 11/2016, INVESTMENT RELATED, 1/WEEKLY 1/TRADE 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 05/2013, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 3) ANTAEUS WEALTH ADVISORS LLC, 80 CENTRAL ST BOXBOROUGH MA, 01/2011, EMPLOYEE, DBA, INV REL, 173 HR/MO 173 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-12 |
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