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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-27 |
Branch Locations
1025 Plain Street Suite 214, Marshfield, MA 02050 • United States
145 Bridge St., Fairhaven, MA 02719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2022 | 11/2022 |
| Cambridge Investment Research Inc. | Fairfield | IA | 08/2022 | Present |
| Sea Green Bookkeeping & Tax Services Inc | Fairhaven | MA | 03/2017 | Present |
| Lantana, Llc | Randolph | MA | 07/2009 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2023 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 09/2023 2) SEA GREEN BOOKKEEPING AND TAX SERVICES INC, 145 Bridge Street, Fairhaven MA 02719, United States, 10/01/2025, President, Accounting/Bookkeeping/Payroll Services, NIR, 160 HR/MO - 160 HR/MO TRADING 3) SEA GREEN BOOKKEEPING AND TAX SERVICES INC, 145 Bridge Street, Fairhaven MA 02719, United States, 10/01/2025, President, Notary, NIR, 1 HR/MO - 1 HR/MO TRADING 4) SEA GREEN BOOKKEEPING AND TAX SERVICES INC, 145 Bridge Street, Fairhaven MA 02719, United States, 10/01/2025, President, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING 5) SEA GREEN BOOKKEEPING AND TAX SERVICES, 145 Bridge Street, Fairhaven MA 02719, United States, 11/01/2025, President, Wealth Management, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-12 |
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