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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-08-19 |
Branch Locations
389 Main St., Ste. 101, Malden, MA 02148 • United States
Keene, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Westwood | MA | 06/2016 | 11/2022 |
| Klr Investment Advisors, Llc | Providence | RI | 11/2022 | 07/2024 |
| Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc) | Marion | MA | 07/2024 | 01/2025 |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2025 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 05/2025 | Present |
| Premier Planning Group | Cincinnati | OH | 04/2025 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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