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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-12 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2017-08-02 |
| TX | RA | APPROVED_RES | 2016-01-05 |
| PA | RA | APPROVED | 2011-12-21 |
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2011 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 25/WEEK 20/TRADE. SEE EMPLOYMENT HISTORY FOR START DATE. 2) DUNCAN FINANCIAL GROUP 311 MAIN STREET IRWIN, PA 15642. BEGAN 01/01/1984 AS INSURANCE AGENT FOR LIFE, HEALTH, AND P&C. INVESTMENT RELATED. DEVOTES 5 HRS/WK. 5 HRS DURING TRADING. 3) ANIMAL FRIENDS, 562 Camp Horne Road, Pittsburgh PA 15237, 10/2023, Committee Member, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING. 4) IRWIN CAPITAL MANAGEMENT, 311 Main Street, Irwin PA 15642, United States, 12/15/2021, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-22 |
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