Brian David Duncan

Current Employers

Employment History

• 01/2009 → Present
  Duncan Financial Group
  North Huntingdon, PA
• 01/2009 → Present
  Duncan Accounting & Tax
  N Huntingdon, PA
• 01/2009 → Present
  Wealth Preservation & Management
  N Huntingdon, PA
• 09/2011 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 09/2011 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 07/2023 → Present
  Duncan Financial Planning Advisors
  Irwin, PA

Previous Registrations

• 2009-02-03 → 2011-09-02
  Tower Square Securities, Inc.
  Irwin, PA
• 2007-09-10 → 2008-12-19
  Federated Investment Counseling
  Pittsburgh, PA

Other Businesses

1) 309-321 MAIN ST ASSOCIATES LLC, 311 MAIN ST, IRWIN, PA, 01/2012, PARTNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 2) 40 LINCOLN WAY ASSOCIATES, 311 MAIN ST, IRWIN, PA, 01/2012. PARTNER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2011, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 4) DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST, IRWIN, PA, 08/2023, AS ADVISORY REP OF AN RIA, INV REL, 20 HR/MO, 15 HR/MO TRADING. 5) DUNCAN FINANCIAL GROUP LLC, KEYSTONE, 311 MAIN ST, IRWIN, PA, 08/2023, W2 EMPLOYEE, PENSION SERVICES, INV REL, 80 HR/MO, 60 HR/MO TRADING. 6) JACKTOWN CAPITAL RESOURCES, FORMERLY WEALTH PRESERVATION & MANAGEMENT, 311 Main St., Irwin PA 15642, 04/2009, Owner/Partner of a Business Entity, NIR, 80 HR/MO - 50 HR/MO TRADING. 7) IRWIN CAPITAL MANAGEMENT LLC, FORMERLY DUNCAN FINANCIAL GROUP, 311 MAIN ST, IRWIN PA 15642, 06/2020, PRESIDENT, HOLDING COMPANY, INV REL, 5 HR/MO 2 HR/TRADING 8) FACTOTUM FLIP (TENTATIVE NAME), PA 00000, United States, 03/01/2025, Owner, Real Estate, NIR, 2 HR/MO 0 HR/TRADING 9) YPO, 3022 Bushy Run Road, Jeannette PA 15644, 08/2026, Reviewer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-07

Designations