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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-01-04 |
| MA | RA | APPROVED | 2013-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2009 | Present |
| Creative Financial Planning | Wayland | MA | 07/1984 | Present |
1) BARNEY W KONOWSKI, 17 HAPPY HOLLOW ROAD, WAYLAND, MA 01778; INVESTMENT RELATED; OWNER/TAX PREPARER; START DATE: 11/1/79; 300 HR/YR, 2 HR DURING SECURITIES TRADING HRS; PREPARE TAX RETURNS FOR INDIVIDUALS, PROVIDE CONSULTING AND FINANCIAL COUNSELING, ETC. ALSO PERFORM QUALITY CONTROL REVIEW OF SELECT TAX RETURNS FOR A LOCAL TAX PRACTIONEER'S PRACTICE IN MID FEBRUARY THRU MID APRIL. 2) BARNEY W KONOWSKI, INDEPENDENT INSURANCE AGENT, 17 HAPPY HOLLOW RD, WAYLAND, MA, 11/1979 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/MO - 1/TRADING. 3) REAL ESTATE PARTNERSHIP, DONALD EGAN AND BARNEY KONOWSKI, 4220 BLACKHAWK MEADOW CT, DANVILLE, CA 94526. NOT INVESTMENT RELATED. BEGAN 6/73 AS 50% PARTNER IN REAL ESTATE. DEVOTES 1 HR/MNTH 0/TRADE. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20 HR/WK - 12/TRADING. 08/04/09 5) GOOD SHEPHERD PARISH KNIGHTS OF COLUMBUS COUNCIL, 124 COCHITUATE ROAD, WAYLAND, MA, 10/19/17, NIR, 3 HR/MO- 1/TRADING HR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-06-22 |
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