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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| TN | RA | APPROVED | 2022-12-12 |
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 |
|---|---|---|---|---|
| Cac Financial | Ripley | TN | 01/2000 | Present |
| Delta Equity Services Corporation | Bolton | MA | 02/2006 | 12/2017 |
| Delta Global Asset Management | Bolton | MA | 02/2009 | 12/2017 |
| Cantella & Co., Inc. | Boston | MA | 01/2018 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | Present |
| Cantella & Co., Inc. | Malden | MA | 01/2018 | 06/2023 |
1) GREENBRIDGE INSURANCE AND INVESTMENT SERVICES / 116 North Jefferson St., Ripley TN / 04/2020 / OWNER, DBA, INSURANCE AGENT / INV REL / 130 HR/MO - 100 HR TRADING 2) CIRA, Fairfield IA 52556, 12/2022, Investment Advisor Representative, Manages client assets or prepares financial plans, INV-REL, 160 HO/MO - 120 HR/MO Trading 3) NORTH STAR HOLDINGS, LLC, 6780 Rudolph Rd, Brownsville TN, 10/2023, OWNER, FARMLAND RENTAL, NIR, 10 HR/MO - 0 HR TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-23 |
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