John Anthony Mezzullo

Employer firm

Duncan Financial Planning Advisors CRD 309454

3 advisory clients

Reported services (Item 5G)

Financial planning
THIRD PARTY SOLICITOR AND THIRD PARTY SOLICITOR SUPERVISOR

From the firm’s Form ADV. Read the guides:

Current Employers

Duncan Financial Planning Advisors

311 Main St., Irwin, PA 15642 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-14

MD RA
APPROVED

Since 2025-05-14

Branch Locations

Lutherville, MD • United States

Cambridge Investment Research Advisors, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-06-02
MD	RA	APPROVED	2013-02-25

TX RA
APPROVED_RES

Since 2018-06-02
MD RA
APPROVED

Since 2013-02-25

Branch Locations

Lutherville-Timonium, MD • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
P.A. Limited	Towson	MD	11/1972	Present
Reutemann Financial Solutions, Inc.	Rockville	MD	01/2012	Present
P.A. Financial Services Corporation	Hunt Valley	MD	01/2012	Present
Cambridge Investment Research, Inc	Fairfield	IA	02/2013	Present
Cambridge Investment Research Advisors, Inc	Fairfield	IA	02/2013	Present

11/1972 → Present

P.A. Limited

Towson, MD
01/2012 → Present

Reutemann Financial Solutions, Inc.

Rockville, MD
01/2012 → Present

P.A. Financial Services Corporation

Hunt Valley, MD
02/2013 → Present

Cambridge Investment Research, Inc

Fairfield, IA
02/2013 → Present

Cambridge Investment Research Advisors, Inc

Fairfield, IA

Previous Registrations

2012-07-30 → 2013-11-26

Applied Financial Wisdom

Highland, MD
2012-03-19 → 2012-08-03

Research Financial Strategies

Hunt Valley, MD

Rockville, MD
2011-09-07 → 2012-01-17

Triad Advisors Llc

Hunt Valley, MD

Atlanta, GA
2010-06-23 → 2011-09-12

Glass Jacobson Wealth Advisors

Hunt Valley, MD
2001-04-16 → 2010-03-04

Woodbury Financial Services, Inc.

Hunt Valley, MD

Hunt Valley, MD

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2) P.A. FINANCIAL SERVICES CORPORATION 335 CLUBHOUSE ROAD HUNT VALLEY, MD 21031. BEGAN 2/25/2013 AS PRESIDENT; DBA USING FOR MY FINANCIAL SERVICES BUSINESS. INVESTMENT RELATED. DEVOTES 15 HRS/WK. 15 DURING TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2009-05-04

S63 Uniform Securities Agent State Law Examination

2009-05-04

Other Names

John A Mezzullo

View on SEC IAPD