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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-04-25 |
| VT | RA | APPROVED | 2023-04-18 |
Branch Locations
87 Willimansett Street, South Hadley, MA 01075 • United States
Vernon, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Albany | NY | 05/2014 | 01/2021 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2021 | 04/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2023 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING.04/18/2023 2. LAH LICENSE, 87 Williman Sett st, South Hadley MA 01075, United States, 04/17/2023, Producer, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING 3. PRIVATE FINANCIAL DESIGN, 87 Willimansett St, South Hadley MA 01075, United States, 04/01/2022, W2 Employee, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
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