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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| MA | RA | APPROVED | 2022-01-19 |
Branch Locations
One West Boylston St. Suite 202, Worcester, MA 01605 • United States
190 Littleton Road, Westford, MA 01886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock | Westwood | MA | 09/2009 | 07/2018 |
| John Hancock Distributors Llc | Westwoood | MA | 07/2010 | 07/2018 |
| Mutual Of Omaha Investment Services | Omaha | NE | 07/2018 | 02/2020 |
| Mutual Of Omaha Insurance Company | Omaha | NE | 07/2018 | 02/2020 |
| John Hancock | Boston | MA | 02/2020 | 12/2021 |
| John Hancock Distributors Llc | Boston | MA | 02/2020 | 12/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | Present |
1) TAYLOR-GOWER RENTAL LP, PO BOX 323 DOVER NH, 01/2019, NIR, GENERAL PARTNER - GARAGE RENTAL OWNED WITH FAMILY, 0 HR/MO 0HR/MO TRADING 2) INSURANCE, ONE WEST BOYLSTON STREET SUITE 202 WORCESTER MA, 01/2022, INV REL, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 15 HR/MO 1 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 01/2022, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO 120 HR/MO TRADING 4) BARTLETT WEALTH MANAGEMENT, ONE WEST BOYLSTON STREET SUITE 202 WORCESTER MA, 01/2022, USING A TRADE NAME/DBA FOR FINANCIAL SERVICES, INV REL, 160 HR/MO 140 HR TRADING 5) WAYLAND PTO, 41 COCHITAUTE ROAD WAYLAND MA, 09/2024, TREASURER, SCHOLASTIC ORGANIZATION, NIR, 3 HR/MO 0 HR/MO TRADING 6) LIBRE ADVISOR NETWORK, One W Boylston Street, Suite 202, Worcester MA 01605, United States, 09/04/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING 7) KAYFABE FINANCIAL, 1 W Boylston Street, Suite 202, Worcester MA 01605, United States, 11/2025, President, DBA Name, INV REL, 160 HR/MO - 104 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-07 |
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