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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-12 |
| NY | RA | APPROVED | 2021-02-11 |
Branch Locations
1882 S. Winton Rd Suite 7, Rochester, NY 14618 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sei Investments Management Corp | Oaks | PA | 05/2016 | 07/2019 |
| Sage Rutty | Rochester | NY | 07/2019 | 02/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 02/11/21 2) FAIRPOINT WEALTH PARTNERS, INC., 1882 Winton Road S, Suite 7, Rochester NY, 02/2021, OWNER, DBA, INV REL, 160 HR/MO - 128 HR TRADING 3) FAIRPOINT WEALTH PARTNERS, INC., 1882 Winton Road S, Suite 7, Rochester NY 14618, United States, 02/12/2021, Owner, DBA Name, INV REL, 160 HR/MO - 128 HR TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 2014-11-17 |
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