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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-23 |
| PA | RA | APPROVED | 2011-04-12 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Shevlin Investments, Inc | Southampton | PA | 11/2002 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2011 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 04/2011 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 10/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.INDEPENDENT INSURANCE AGENT, 502 LAKESIDE DR, SOUTHAMPTON, PA, 10/1984 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 0 HRS. 3.SHEVLIN INVESTMENTS, 502 LAKESIDE DR, SOUTHAMPTON, PA, 4/2011 AS PRESIDENT/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL - 5/WK - 5/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-01 |
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