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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-02 |
Branch Locations
South Boston, MA • United States
4600 S Syracuse Ste 1010, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 10/2021 | 03/2022 |
| Right Networks | Hudson | NH | 06/2020 | 02/2021 |
| Accardi Foods | Medford | MA | 06/2019 | 08/2019 |
| Instacart | Reading | MA | 05/2021 | 12/2021 |
| University Of New Hampshire | Durham | NH | 09/2017 | 05/2021 |
| Reading Memorial High School | Reading | MA | 09/2013 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2022 | 06/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2022 | 06/2026 |
| Principal Securities, Inc. | South Boston | MA | 06/2026 | Present |
| Principal Life Insurance Company | South Boston | MA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-01 |
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