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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-08-17 |
| PA | RA | APPROVED | 2012-11-16 |
Branch Locations
3875 Franklintowne Ct Ste 210, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 11/2012 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 11/2012 | Present |
1. 12/11/09- EDWARD J. OPAT, INVESTMENT REAL ESTATE OWNER - PURCHASING AND MANAGEMENT OF INVESTMENT REAL ESTATE. - PERSONALLY OWNED REAL ESTATE HELD FOR INVESTMENT PURPOSES. - RENTAL INCOME - OWN AND MANAGE INVESTMENT PROPERTY, REAL ESTATE RENTAL, 5% OF TIME SPENT. 2. 12/11/09- EDWARD J. OPAT, NON-VARIABLE INSURANCE, INSURANCE AGENT - SALES AND MARKETING OF FIXED INSURANCE PRODUCTS THROUGH A NUMBER OF CARRIERS INCLUDING: FIXED LIFE AND ANNUITIES PROPERTY AND CASUALTY LINES HEALTH, DISABILITY, LONG TERM CARE. - SALES AND MARKETING OF INSURANCE LINES, 1% OF TIME SPENT. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 3. 12/11/09- EDWARD J. OPAT, TAX PREPARER - FACILITATE CLIENT TAX RETURNS THROUGH SEVERAL LOCAL ACCOUNTANTS FOR 2007 AND FUTURE TAX YEARS. CURRENTLY NO COMPENSATION, CONSIDERED A VALUE ADDED SERVICE, TAX PREP / ACCOUNTING / BOOKKEEPING, 1% OF TIME SPENT. 4. 09/29/2010 - DBA ONLY, THE EQUITY ADVISOR GROUP, INC. 5. 11/03/2010 - OTHER, OPAT & ASSOCIATES, INC.CORP SET UP FOR TAX PURPOSES ONLY. NOT HELD OUT TO THE PUBLIC., 5%. 6. 11/03/2010 - OTHER, LLC THAT HOLDS THE OFFICE BUILDING. NAME NOT HELD OUT TO THE PUBLIC, GOF, LLC. 7. FRANKLINTOWNE COURT CONDO OWNERS ASSOCIATION, 3875 FRANKLINTOWNE CT, MURRYSVILLE, PA, 2/2017 AS SECRETARY. NIR - .5/WK - 0/TRADING. 8. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 40/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 9. EDWARD J OPAT, 3875 FRANKLINTOWNE CT STE 210, MURRYSVILLE, PA, 11/1995, OWNER, NOTARY, NIR - 1 HR/MO - 1 HR/MO TRADING. 10. GOF, LLC, 3875 FRANKLINTOWN CT, STE 210, MURRYSVILLE, PA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 02/01/06, NIR, PARTNER PRESIDENT TREASURER, NIR, 1/WK- 0/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-21 |
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