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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-03 |
| NY | RA | APPROVED | 2023-11-21 |
Branch Locations
5550 Main St Suite 1, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Inc | Williamsville | NY | 02/2023 | 10/2023 |
| Paychex Securities Corp | Williamsville | NY | 02/2023 | 10/2023 |
| Mauro Inc Dba 800 Maple Restaurant | Amherst | NY | 06/2016 | 05/2021 |
| Rocco's Wood Fired Pizza | Williamsville | NY | 06/2011 | 06/2018 |
| Paychex Inc | Buffalo | NY | 06/2021 | 01/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2023 | Present |
1) THE VILLAGE GREEN LAWN CARE LLC, BUFFALO NY 14221, 10/2023, OWNER, LANDSCAPING, NIR, 10 HR/MO 0 HR/MO TRADING 2) OCEAN WEALTH GROUP, 5550 MAIN STREET SUITE 100 WILLIAMSVILLE NY, 10/2023, EMPLOYEE, DBA, INV REL, 150 HR/MO 150 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-14 |
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