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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Montoursville | PA | 09/2014 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | Present |
1)BOARD STREET FINANCIAL, 252 BROAD ST, MONTOURSVILLE, PA, 6/2014, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INVREL, 5HRS/MO, 1HRS/TRADING. 2)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3)CLIENT CENTRIC ADVISORS, 252 Broad Street, Montoursville PA 17754, United States, 02/15/2022, DBA, Administrative, NIR, 40 HR/MO - 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-06 |
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