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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-26 |
Branch Locations
107 Northern Blvd Ste. 304, Great Neck, NY 11021 • United States
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 |
|---|---|---|---|---|
| Gilman Ciocia, Inc. | Flushing | NY | 01/2000 | Present |
| National Securities Corporation | Flushing | NY | 11/2013 | 01/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2021 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 01/2021 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 01/04/21 2) PREMIER TAX PLANNING, 107 NORTHERN BLVD, STE 304, GREAT NECK, NY, TAX PREPARATION, ENROLLED AGENT, 01/04/21, INV REL, 800 HR/YR- 5/TRADING HR. 3) CRYDER POINT OWNERS CORP, 16221 POWELLS COVE BLVD, BEECHHURST, NY, BOARD MEMBER 10/11/11, NIR, 72 HR/YR- 0/TRADING HR. 4) PREMIER WEALTH PLANNING / 107 Northern Blvd, Ste 304, Great Neck NY 11021 / 01/06/2021 / INV REL / INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES / 5 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-10 |
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