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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-10 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Annuity Financial Services, Inc. | Dallas | TX | 02/1990 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2016 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 12/2020 | Present |
1-ELITE ADVISOR GROUP LLC, 4133 GLENBROOK, RICHARDSON, TX, 1/2004 AS FOUNDER. LLC PROVIDES MARKETING CONSULTING FOR BUSINESSES. NIR - 40 HR/WK - 20/TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-15 |
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