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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-12 |
| MA | RA | APPROVED | 2023-08-01 |
Branch Locations
29 Dean Ave, Franklin, MA 02038 • United States
Hopedale, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 05/2019 |
| Porter And Chester Institute | Worcester | MA | 11/2014 | 10/2016 |
| Lincoln Financial Advisors, Inc | Franklin | MA | 05/2019 | 07/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2023 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 07/2023 | Present |
1) MILFORD LIONS CLUB, Milford MA 01757, 08/01/2023, Committee Member, Volunteer, NIR, 2 HR/MO - 0 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, 07/2023, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 3) DEAN AVENUE PLANNING GROUP, LLC, 29 dean ave PO Box 347, Franklin MA, 08/2023, OWNER OF DBA, INV REL, 120 HR/MO - 40 HR TRADING 4) INSURANCE, 29 Dean Ave PO Box 347, Franklin MA 02038, United States, 10/29/2025, Agent, Insurance/Benefits/Human Resources, NIR, (10) HR/MO - (30) HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-20 |
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