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Sari Maksad

Cambridge Investment Research Advisors, Inc.

Daleville, VA

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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-15
VA RA APPROVED 2023-10-27
  • TX RA
    APPROVED
    Since 2023-11-15
  • VA RA
    APPROVED
    Since 2023-10-27

Branch Locations

65 Shenandoah Ave. Ste. 206, Daleville, VA 24083 • 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 Advisors, Inc. Fairfield IA 10/2023 Present
Cambridge Investment Research, Inc. Fairfield IA 09/2022 Present
Tactical Global Solutions Temecula CA 09/2022 Present
United Sates Marine Corps Na VA 08/2017 08/2022
Student Mechanicsville VA 01/2013 08/2017
  • 10/2023 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 09/2022 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2022 → Present
    Tactical Global Solutions
    Temecula, CA
  • 08/2017 → 08/2022
    United Sates Marine Corps
    Na, VA
  • 01/2013 → 08/2017
    Student
    Mechanicsville, VA
Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2023-09-29

View on SEC IAPD

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