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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-12-10 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-07-18 |
| TX | RA | APPROVED_RES | 2016-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2016 | Present |
1. PALMER STREET FINANCIAL ADVISORY SERVICES LLC, GREENWOOD, IN, 02/2019. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/WK-2/TRADING. 2. Duncan Financial Planning Advisors, 311 Main Street, Irwin, PA,15642, 12/2020, Investment Advisor Representative, RIA Affiliation, INV REL, 80 HR/MO-20 HR/MO TRADING 3. Cambridge Investment Research Advisors, 1776 Pleasant Plain Road, Fairfield, IA, 52556, 06/2016, Investment Advisor Representative, RIA Affiliation, INV REL, 160 HR/MO-120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-08 |
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