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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-01
  • MA RA
    APPROVED
    Since 2025-08-01

Branch Locations

Boston, MA • United States

4 Pond Park Road Suite Ll1 , Hingham, MA 02043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Cambridge Investment Research, Inc. Fairfield IA 05/2025 Present
Boston College High School Boston MA 09/2015 05/2019
Bentley University Waltham MA 06/2019 08/2023
Unemployed South Weymouth MA 09/2023 11/2023
Providence Equity Partners Boston MA 12/2023 05/2025
Cambridge Investment Research Advisors, Inc. Fairfield IA 07/2025 Present
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 05/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2015 → 05/2019
    Boston College High School
    Boston, MA
  • 06/2019 → 08/2023
    Bentley University
    Waltham, MA
  • 09/2023 → 11/2023
    Unemployed
    South Weymouth, MA
  • 12/2023 → 05/2025
    Providence Equity Partners
    Boston, MA
  • 07/2025 → Present
    Fairfield, IA
Other Businesses

1. BOSTON COLLEGE HIGH SCHOOL, 150 Morrissey Boulevard Boston MA 02125 United States, 04/2025, Committee Member, Volunteer, NIR, HR/MO: 5 HR/MO TRADING: 0 2. JOHN E. DESTEFANIS, 4 Pond Park Road Suite LL1, Hingham MA 02043, 08/2025, Agent, 1099, INV REL, 0.5 HR/MO, 1.9 HR/MO TRADING. 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 08/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 14.1 HR/MO, 10.6 HR/MO TRADING. 4. DESTEFANIS FINANCIAL SERVICES, 4 Pond Park Road Suite LL1, Hingham MA 02043, 05/2025, DBA Name, DBA Name, NIR, 17.1 HR/MO, 9.3 HR/MO TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
S63 Uniform Securities Agent State Law Examination 2023-10-12
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19
  • S63 Uniform Securities Agent State Law Examination
    2023-10-12

View on SEC IAPD

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