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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2022 | 12/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2021 | 12/2022 |
| Gibraltar Development Partners | Gilbert | AZ | 06/2021 | 09/2021 |
| Ifit | Logan | UT | 01/2021 | 06/2021 |
| Unemployed | Gilbert | AZ | 12/2018 | 01/2021 |
| Survey Sampling Incorporated | Logan | UT | 08/2018 | 12/2018 |
| Arizona Grassroots Advocate | Tempe | AZ | 04/2018 | 08/2018 |
| Swig | Gilbert | AZ | 08/2017 | 04/2018 |
| Waffle Love | Gilbert | AZ | 05/2017 | 08/2017 |
| Unemployed | Gilbert | AZ | 07/2012 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2022 | 12/2022 |
| Strategic Advocates, Llc | Logan | UT | 11/2022 | 04/2023 |
| Hornor, Townsend & Kent, Llc | Horsham | PA | 05/2023 | Present |
1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: CAMBRIDGE FINANCIAL SERVICES | POSITION HELD: AGENT | ADDRESS: 2450 S GILBERT RD #100 CHANDLER, AZ 85286 | START DATE: 4/24/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND CUSTOMER SERVICE INCLUDING INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-17 |
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