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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-15 |
| PA | RA | APPROVED | 2016-11-16 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Montoursville | PA | 05/2009 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2016 | Present |
| Cambridge Invesment Research Advisors, Inc. | Fairfield | IA | 10/2016 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 25/WK - 22/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.INDEPENDENT INSURANCE AGENT, 1500 SYCAMORE RD, STE 350, MONTOURSVILLE, PA, 1/1984 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 25/YR - 10/TRADING. 3.CLEAR VIEW ADVISORS LLC, 101 West Third Street, Suite 400A, Williamsport PA 17701, 10/2016, AS PART- OWNER/FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL, 40 HR/MO - 30 HR/MO TRADING. 4.AGAPE FELLOWSHIP OF THE MENNONITE CHURCH, 485 E 3RD ST, WILLIAMSPORT,PA, 7/1986 AS ELDER BOARD MEMBER - HELP DIRECT THE ACTIVITIES AND FINANCES OF THE LOCAL CHURCH. NIR - 7/MO - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-02 |
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