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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-02 |
Branch Locations
2090 Linglestown Rd. Ste. 201, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 05/2017 | 06/2022 |
| Self-Employed | Nashville | TN | 01/2014 | 03/2017 |
| Entertainment Industry | Nashville | TN | 10/2013 | 03/2017 |
| Massmutual Life Insurance Company | Mechanicsburg | PA | 06/2022 | 09/2022 |
| Mml Investors Services, Llc | Mechanicsburg | PA | 07/2022 | 09/2022 |
| Infinex | Harrisburg | PA | 10/2022 | 01/2024 |
| Mid Penn Bank | Harrisburg | PA | 10/2022 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2024 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 04/2024 AS ADVISORY REP OF AN RIA. INV REL, 160 HR/MO, 120 HR/MO TRADING 2. COMPREHENSIVE FINANCIAL ASSOCIATES, 2090 Linglestown Road Suite 201, Harrisburg PA 17110, 06/2024, Investment Advisor Representative, DBA Name, INV REL, 50 HR/MO, 40 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-28 |
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