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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-05 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Cadaret Grant & Co., Inc. | Lancaster | PA | 02/2002 | 11/2024 |
| Navigator Financial Services | Lancaster | PA | 09/2012 | 12/2017 |
| First Pointe Financial Services, Llc | Lancaster | PA | 01/2018 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2024 | Present |
1. FIRST POINTE TAX SERVICES, 1271 LititzPike, Lancaster PA 17603, United States, 11/05/2024, Owner, Accounting/Bookkeeping/Payroll Services, NIR, 1/MO - 0/Trading 2. URL INSURANCE GROUP, 500 Nationwide Drive, Harrisburg PA 17110, United States, 11/05/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 0/MO - 0/Trading 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 11/12/2024 4. FIRST POINTE FINANCIAL SERVICES, 1271 Lititz Pike, Lancaster PA 17603, United States, START DATE 10/2025, Owner, DBA Name, INV REL, 300 HR/MO, 100 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-16 |
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