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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-12 |
| PA | RA | APPROVED | 2011-09-15 |
Branch Locations
613- Baltimore Dr Ste 3, Wilkes Barre, PA 18702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed - Financial Services | Wilkes-Barre | PA | 08/1994 | Present |
| Howell Benefit Services | Wilkes-Barre | PA | 09/1994 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2011 | Present |
1) BRYAN E BOYLE, 613 BALTIMORE DRIVE, WILKES BARR, PA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 08/04/94, NIR, 20 HR/WK- 4/TRADING HR. 2)ESTATE PLANNING COUNCIL OF NE PA, 410 SPRUCE STREET, SUITE 200 SCRANTON, PA, PRESIDENT, 9/1/83; 1 HR/MO, 0 HRS/MO DURING TRADING HRS; BOARD MEMBER AND CHAIRPERSON OF TECHNOLOGY AND NEWSLETTER COMMITTEE 3)HOSPICE OF THE SACRED HEART, 600 BALTIMORE DRIVE, WILKES BARRE, PA, 07/01/2006 AS SECRETARY/TREASURER BEING A BOARD MEMBER AND OFFICER OF A NON-PROFIT HOSPICE SERVING THE LOCAL COMMUNITY. SERVICE IS ON A PRO BONO BASIS. NOT INVESTMENT RELATED. NON-PROFIT. DEVOTES 5 HRS/MNTH. NON DURING TRADING. 4)THE EYE INSTITUTE OF THE SACRED HEART, 158 WILKES BARRE TOWNSHIP BLVD, WILKES BARRE, PA 04/23/2007 AS SECRETARY/ TREASURER. BOARD MEMBER OF A NOT-FOR-PROFIT ENTITY PROVIDING MEDICAL EQUIPMENT AND SERVICES TO ASSIST IN HELPING BLIND PEOPLE SEE IN IMPOVERISHED COUNTRIES. NOT INVESTMENT RELATED. DEVOTES 2 HRS/MNTH. NON DURING TRADING. 5) WEBSURANCE BENEFITS TRUST, 613 BALTIMORE DRIVE, WILKES BARRE, PA, SETTLOR OR GRANTOR OF VEBA TRUST, 03/01/21, NIR, 1 HR/YR- 0/TRADING HR. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 09/15/11
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-08-14 |
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