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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-17 |
| PA | RA | APPROVED | 2014-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2013 | Present |
| Susquehanna University | Selinsgrove | PA | 09/2010 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2014 | Present |
1) PERKIOMEN TOWNSHIP FIRE COMPANY, 1 TRAPPE RD, COLLEGEVILLE, PA 19246. BEGAN 10/2009 AS FIRE FIGHTER. DEVOTES 12 HR/WK- NONE DURING TRADING. NON-PROFIT. 2) PI KAPPA PHI FRATERNITY, IOTA EPSILON CHAPTER, 1858 WEBER WAY, SELINSGROVE, PA 17870. BEGAN 12/2010 AS TREASURER. DEVOTES 5 HR/WK- NONE DURING TRADING. NON-PROFIT. 3) FINANCIAL VOYAGES LLC, 425 MAIN ST, HARLEYSVILLE, PA, 6/2014 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/MO - 2/TRADING. 4) PI KAPPA PHI FRATERNITY, IOTA EPSILON CHAPTER;1858 WEBER WAY.SELINSGROVE, PA 17870. INVESTMENT RELATED. DEVOTES 2 HR/WK;NONE DURING TRADING; NON-PROFIT. 5) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-30/WK-8/TRADING. SEE EMPLOYMENT FOR START DATE. 6) PERKIOMEN TWP FIRE CO, 1 TRAPPE RD, COLLEGEVILLE, PA, VICE PRESIDENT- VOLUNTEER FIRE DEPT, NIR, 4/WK- 0/TRADING 7) DANIEL MELVILLE, 514 University Ave, Selinsgrove, PA 17870, 08/2026, Adjunct Professor (1099 Independent Contractor), Adjunct Professor, NIR, 4 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-11 |
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