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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-10 |
| TX | RA | APPROVED_RES | 2021-09-10 |
| PA | RA | APPROVED | 2009-07-07 |
Branch Locations
1147 Lancaster Avenue, Berwyn, PA 19312 • United States
Wellington, FL • United States
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2009 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 07/2009 | Present |
1) EVERGREEN STRUCTURED SETTLEMENTS, 6133 ROCKSIDE RD, CLEVELAND, OH, 1/2004 PROVIDING REFERRALS. NIR - 4 HR/MO - 4/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 7/2009 AS ADVISORY REP OF A RIA. INV REL - 100 HR/MO - 100/TRADING. 3) MARCIANO GROUP LLC dba MARCIANO WEALTH ADVISORS, 1147 LANCASTER AVE BERWYN PA, 01/2006, OWNER - 9/1979 AS AGENT - SELLING FIXED INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 20 HR/MO - 20 HR/TRADING. 4) MEZRAH CONSULTING (INVESTMENT RELATED), 5530 KENNEDY BLVD. SUITE 2, TAMPA, FL 33609; REFERRAL GIVER; 02/2008; 4 HR/MO, 4 HR DURING SECURITIES TRADING HRS; PROVIDE REFERRAL SERVICES TO MEZRAH CONSULTING WHO PROVIDES ANALYSIS, ADMINISTRATION, AND FUNDING RECOMMENDATIONS TO CORPORATIONS AND BANKS REGARDING COLI, BOLI, AND DEFERRED COMPENSATION ARRANGEMENTS. 5) RENTAL REAL ESTATE PROPERTY, 2080 GREENVIEW SHORES BLVD UNIT 414 WELLINGTON FL, 02/2008, OWNER, RENTAL PROPERTY, NIR, 1 HR/MO 0 HR/MO TRADING 6) MWA PROPERTIES LLC, BERWYN PA, 09/2016, OWNER, REAL ESTATE. NIR, 5 HR/MONTHLY 0 HR/MO TRADING 7) JACKSONVILLE JEWISH CENTER, 3662 CROWN POINT RD JACKSONVILLE FL, 09/2017, YOUTH ADVISOR, RELIGIOUS ORGANIZATION, NIR, 10 HR/MO 0 HR/MO TRADING 8) PART-OWNER OF SHOW HORSE, 1147 LANCASTER AVE, BERWYN, PA, 11/2018. NIR, 0 HR/YR 0 HR/TRADING 9) MARCIANO STABLES LLC, 3570 B ROAD LOXAHATCHEE GROVES FL, 09/2024, OWNER, REAL ESTATE, NIR, 1 HR/MO 0 HR/MO TRADING 10) NFP FBO PRO FINANCIAL, Austin TX 78746, United States, 01/01/2010, AGENT, Insurance/Benefits/Human Resources, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-14 |
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