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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-12-11 |
Branch Locations
4495 Old William Penn Hwy, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dollar Financial Service | Murrysville | PA | 11/1989 | Present |
| Trustmark Financial Group, Inc. | Greensburg | PA | 01/2000 | 12/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2017 | Present |
1. GBU FINANCIAL LIFE, 4254 SAW MILL RUN BLVD, PITTSBURGH, PA, 11/2009 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/MO - 1/TRADING. 2. TRI-STATE BROKERAGE, BANCO BUSINESS PARK 2000 COMMERCE LOOP STE 2109, NORTH HUNTINGDON, PA, 6/2013 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 4/MO - 1/TRADING. 3. DALLER PUZAK PARTNERSHIP, 4495 PENN WILLIAM PENN HWY, MURRYSVILLE, PA, 1/1991 AS OWNER/PARTNER OF RENTAL OFFICE SPACE. NIR - 20/YR - 5/TRADING. 4. 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. 5. NSS LIFE, 351 VALLEY BROOK RD, MCMURRAY, PA, 12/2009. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-5/YR-0/TRADING. 6. DOLLAR FINANCIAL, 4495 Old William Penn Hwy, Murrysville PA 15632, 01/01/2000, Agent, Using a Trade Name/dba, INV REL, 80 HR/MO, 70 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-01 |
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