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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
140 Allens Creek Rd., Ste. 110 , Rochester, NY 14618 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston College Recreation | Boston | MA | 09/2023 | 05/2025 |
| Cetera Advisors/Bright Futures Wealth Management | Webster | NY | 04/2023 | 12/2024 |
| Briar Manor Apartments | Rochester | NY | 05/2021 | 07/2021 |
| Winton Village Apartments | Rochester | NY | 05/2022 | 08/2022 |
| Goldfish Swim School | Rochester | NY | 10/2020 | 04/2021 |
| Monroe Family Ymca | Rochester | NY | 04/2019 | 11/2019 |
| Boston College | Boston | MA | 08/2021 | 05/2025 |
| Mcquaid Jesuit Middle/High School | Rochester | NY | 09/2015 | 06/2021 |
| Unemployed | Rochester | NY | 06/2025 | 11/2025 |
| Equitable Advisors, Llc | New York | NY | 11/2025 | 06/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 07/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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