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311 Main St., Irwin, PA 15642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-12 |
Branch Locations
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-10 |
| PA | RA | APPROVED | 2011-09-29 |
Branch Locations
311 Main St, Irwin, PA 15642 • United States
Monroeville, PA • 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2011 | Present |
| Duncan Financial Planning Advisors | Irwin | PA | 03/2026 | Present |
1. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2. ZORACKI FARM, MT PLEASANT, PA, 1/2014, CO-OWNER OF FARM WITH 2 RENTAL HOMES AND RENTAL STORAGE UNIT. NIR - 1 HR/MO - 0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 08/02/2011 4. IRWIN CAPITAL MANAGEMENT LLC, 311 Main Street, Iwin PA 15642, United States, 12/15/2021, Owner, Owner/Partner of a Business Entity, NIR, 0 HR/MO - 0/TRADING. 5. DUNCAN FINANCIAL PLANNING ADVISORS, 311 Main Street, Irwin PA 15642, 03/2026, Investment Advisor Representative, RIA Affiliation - other than CIRA, NIR, 6 HR/MO, 8 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-23 |
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