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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2017-01-03 |
| PA | RA | APPROVED | 2011-09-01 |
Branch Locations
311 Main St, Irwin, PA 15642 • United States
Palm Coast, FL • United States
311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Duncan Insurance Agency Inc | N. Huntingdon | PA | 06/1979 | Present |
| Duncan Ins Agency | Irwin | PA | 06/1979 | Present |
| Traveleres Insurance Group | Hartford | CT | 10/1979 | Present |
| Aetna Variable Annuity Ins Co | Hartford | CT | 05/1982 | Present |
| Travelers | Pitts | PA | 01/1983 | Present |
| Aetna | Pitts | PA | 06/1983 | Present |
| Wealth Preservation Managemnt Inc | North Huntingdon | PA | 01/1995 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2011 | Present |
1) DUNCAN FINANCIAL GROUP LLC, 311 MAIN ST, IRWIN, PA, 10/2020, CEO/OWNER, RIA, INV REL, 4 HR/MO, 0 HR/MO TRADING. 2) BETA STUDY GROUP, 311 MAIN ST, IRWIN, PA, 07/2019, ADMINISTRATOR OF ANNUAL STUDY GROUP MEETING, INV REL, 10 HR/YR, 0 HR/YR TRADING. 3) POINT PARK UNIVERSITY, 201 WOOD ST, PITTSBURGH, PA, 11/2016, BOARD MEMBER, NIR, 4 HR/MO, 3 HR/MO TRADING. 4) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF AN RIA, INV REL, 100 HR/MO, 60 HR/MO TRADING, SEE EMPLOYMENT HISTORY FOR START DATE. 5) 309-321 MAIN STREET ASSOCIATION, 311 MAIN ST, IRWIN, PA, 11/2008, SHAREHOLDER, REAL ESTATE, NIR, 1 HR/MO, 0 HR/MO TRADING. 6) IRWIN CAPITAL MANAGEMENT LLC, FORMERLY DUNCAN FINANCIAL GROUP, 311 MAIN ST, IRWIN, PA, 06/2020, CEO, HOLDING CO, INV REL, 5 HR/MO, 2 HR/MO TRADING. 7) JACKTOWN CAPITAL RESOURCES, FORMERLY WEALTH PRESERVATION & MANAGEMENT, DBA DUNCAN ADVISOR RESOURCES, 311 Main Street, Irwin PA 15642, 4/2009, INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES, INV REL, 80 HR/MO - 50 HR TRADING 8) LIFEMARK REINSURANCE CO, 1306 Concourse Dr, Linthicum MD 21090, United States, 09/2024, BOARD MEMBER, NIR, 5 HR/MO - 2 HR/MO TRADING. 9) INTEGRATED HEALTH 21, 2403 Sidney St, Pittsburgh PA 15203 United States, 02/02/2026, Board Member, Healthcare, NIR, 3 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-27 |
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