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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-06 |
Branch Locations
1595 Paoli Pike, Suite 200, West Chester, PA 19380 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life/Keyadvisors | Media | PA | 06/2011 | 09/2016 |
| Minnesota Life Insurance Co | St. Paul | MN | 09/2016 | 09/2019 |
| Securian Financial Services, Inc | St. Paul | MN | 09/2016 | 09/2019 |
| Legacy Planning Partners | Plymouth Meeting | PA | 09/2016 | 01/2021 |
| East Coast Advisory | West Chester | PA | 06/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2019 | 01/2021 |
| Triad Advisors | Norcross | GA | 01/2021 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2021 | 05/2025 |
| Osaic Wealth, Inc. | West Chester | PA | 08/2024 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. EAST COAST ADVISORY, 1595 Paoli Pike, Suite 200, West Chester PA 19380, United States, 01/01/2016, IAR, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/05/2025 3. CERNEK FAMILY FARM LLC, 4910 COUNTY KK, Gratiot WI 53541, United States, START DATE 01/2000, Owner, Agriculture, NIR, 0 HR/MO, 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-09 |
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