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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-05 |
| PA | RA | APPROVED | 2025-05-05 |
Branch Locations
913 Ridgebrook Rd., Sparks Glencoe, MD 21152 • United States
1595 Paoli Pike, Suite 200, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life | Media | PA | 09/2010 | 09/2016 |
| Equity Services, Inc. | Montpelier | VT | 09/2010 | 09/2016 |
| Minnesota Life | St. Paul | MN | 09/2016 | 09/2019 |
| Securian Financial Services Inc. | St. Paul | MN | 09/2016 | 09/2019 |
| Legacy Planning Partners | Plymouth Meeting | PA | 09/2016 | 01/2021 |
| East Coast Advisory | West Chester | PA | 06/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 01/2021 |
| Triad Advisors | Norcross | GA | 01/2021 | 08/2024 |
| Triad Hybrid Solutions | Norcross | GA | 01/2021 | 05/2025 |
| Osaic Wealth, Inc. | West Chester | PA | 08/2024 | 05/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. EAST COAST ADVUSORY, 1595 Paoli Pike, Suite 200, West Chester PA 19335, United States, 05/05/2025, W2 Employee, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 05/05/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-10 |
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