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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-10 |
| TX | RA | APPROVED | 2025-09-10 |
Branch Locations
6401 Penn Ave., Ste. 300, Pittsburgh, PA 15206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Pittsburgh | PA | 10/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2015 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
1. INDEPENDENT TRAVEL AGENT, PITTSBURGH, PA, 04/2019. NIR-5/MO-0/TRADING. 2. ERIE INSURANCE-BROWN INSURANCE AGENCY, 5001 BAUM BLVD, PITTSBURGH, PA, 01/2013. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-20/WK-4/TRADING. 3. PITTSBURGH CHAPTER OF THE GIRLFRIENDS INC, PITTSBURGH, PA, 09/2014. TREASURER, NON-PROFIT SOCIAL ORGANIZATION. NIR-2/MO-0/TRADING. 4. KEITH CLARK AND ASSOCIATES, 2401 WYLIE AVE, PITTSBURGH, PA, 05/2015. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-20/WK-0/TRADING. 5. PARADISE WEALTH ADVISORS, 6401 PENN AVE, STE 300, PITTSBURGH, PA, FINANCIAL PLANNING AND INSURANCE, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 12/02/19, INV REL, 100/MO- 4/TRADING 6. SUCCESS KNOWS NOTHING DISRUPTS PURPOSE LLC / Pittsburgh PA 15208 / 01/01/2021 / NIR / GUEST SPEAKER - COMMUNITY NETWORKING / 1 HR/MO - 0 HR/MO TRADING 7. BROWN INSURANCE AGENCY, 515 Baum Blvd, Suite 515, Pittsburgh PA 15213, United States, 01/01/2012, Agent, Employee, NIR, 10 HR/MO - 1 HR/MO TRADING 8. COMMITTEE TO ELECT ELIZABETH HUGHES, 6104 Bryant Street, Pittsburgh PA 15206, 02/2025, TREASURER, NIR, 5 HR/MO - 1 HR/MO TRADING. 9. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 09/10/2023, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 10. COUNTY COMMITTEE MEMBER, 1515 Broadhead Street, Pittsburgh PA 15206, 06/2026, Committee Member, Government/Political, NIR, 1 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-15 |
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