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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-06 |
Branch Locations
1011 Mumma Rd., Ste. 100 , Wormleysburg, PA 17043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Lancaster | PA | 03/2013 | 05/2024 |
| Terra Wealth, Llc | Lititz | PA | 09/2024 | 07/2026 |
| Unemployed | Lititz | PA | 06/2024 | 08/2024 |
| Cape Securities Inc. | Lititz | PA | 09/2024 | 06/2025 |
| Ae Financial Services, Llc | Topeka | KS | 07/2025 | 07/2026 |
| Terra Wealth Risk Management | Lititz | PA | 09/2024 | 07/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2026 | Present |
1) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-26 |
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