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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| PA | RA | APPROVED | 2018-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Sharon | PA | 03/2009 | 02/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2018 | Present |
1) GREENVILLE AREA SCHOOL DISTRICT, 9 DONATION RD, GREENVILLE, PA, 9/1986, AS COACH, NIR, 10HRS/WK, 0HRS/TRADING. 2) CENSEO SOLUTIONS, INC, 112 MEHARD AVE, GREENVILLE, PA, 1/2007, AS VICE PRESIDENT OF BAR/RESTAURANT, NIR, 1HRS/WK, OHRS/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) LEWIS ADVISORY GROUP LLC, 41 CLINTON ST, GREENVILLE, PA, 7/2018 AS OWNER/PRESIDENT OF LLC FOR TAX LIABILITY. INV REL - 40/WK - 40/TRADING. 5) STEPHEN R. LEWIS, 41 CLINTON ST, GREENVILLE PA 16125, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 1 HR/MO - 1 HR/TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-12-03 |
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