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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-06 |
| TX | RA | APPROVED | 2025-03-06 |
Branch Locations
250 South Clinton St. Ste 120, Syracuse, NY 13212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empower Associated Services | Syracuse | NY | 07/2010 | 12/2024 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2015 | 03/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2025 | Present |
1) CHAMPION BRIDGE ST PROPERTIES II LLC, 5801 BRIDGE ST, EAST SYRACUSE NY 13057, 12/2024, MEMBER, REAL ESTATE NIR 1 HR/MO - 0 HR/MO TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 03/2025 3) INSURANCE LICENSED ADVISOR, 250 S Clinton St Ste 120 Syracuse NY 13202, 05/2026, AGENT, LICENSED INSURANCE ADVISOR, NIR, 0 HR/MO, 0 HR/MO TRADING 4) CENTERSTATE CAPITAL GROUP, LLC, 250 S Clinton St, Ste 120, Syracuse NY 13202, United States, 05/20/2026, Owner, CENTERSTATE CAPITAL GROUP, LLC, NIR, 160 HR/MO 160 HR/MO TRADING 5) WHELAN SCOTT ASSET MANAGEMENT, 250 S Clinton St Ste 120, Syracuse NY 13202, 06/2026, DBA Name, DBA Name, NIR, 160 HR/MO, 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-31 |
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