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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-10 |
| PA | RA | APPROVED | 2022-09-30 |
Branch Locations
150 North Meadow Drive Suite 110 , Wexford, PA 15090 • United States
1644 Plank Rd., Duncansville, PA 16635 • United States
Canonsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henderson Brothers Retirement Services | Pittsburgh | PA | 05/2016 | 08/2022 |
| Lpl Financial, Llc | Pittsburgh | PA | 06/2016 | 09/2022 |
| Global Retirement Partners, Llc | Pittsburgh | PA | 03/2017 | 09/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2022 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2022 | Present |
1. INSURANCE / Ducansville PA 15317 / 09/01/2022 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES / 0 HR/MO - 0 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 10/01/2022 3. WEBBER SELTZER WEALTH ADVISORS, Wexford PA 15090, United States, 09/04/2025, W2 Employee, DBA Name, NIR, 50 HR/MO - 42 HR/MO TRADING 4. WEBBER ADVISORS, Wexford PA 15090, United States, 07/11/2022, W2 Employee, DBA Name, NIR, 50 HR/MO - 42 HR/MO TRADING 5. MODERN PRIVATE WEALTH; MPW RETIREMENT, Wexford, PA 15090, 08/2026, W2 Employee, DBA Name, NIR, 200 HR/MO - 125 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-28 |
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