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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-13 |
Branch Locations
4 Pond Park Road Suite Ll1 , Hingham, MA 02043 • United States
Boston, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantella & Co., Inc. | Boston | MA | 11/2014 | 03/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co., Inc. | Malden | MA | 08/2016 | 12/2022 |
1) DESTEFANIS FINANCIAL SERVICES, 4 Pond Park Road, Suite LL1, Hingham MA 02043, 10/2022, Investment Advisor Representative, 1099, NIR, 11.5 HR/MO, 46.2 HR/MO TRADING. 2) CRISTINA DESTEFANIS, 4 Pond Park Road, Suite LL1, Hingham MA 02043, 10/2022, Agent, 1099, INV REL, 21.7 HR/MO, 86.6 HR/MO TRADING. 3) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 12/2022, Investment Advisor Representative, CIRA Affiliation, INV REL, 1.4 HR/MO, 5.6 HR/MO TRADING. 4) MAKE A WISH MA/RI EMERGING COMMUNITY LEADERS COUNCIL (ECLC) MEMBER, 133 Federal Street, 2nd Floor, Boston MA 02110, 03/2023, Committee Member, Volunteer, NIR, 0.1 HR/MO, 0.0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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