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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-12-06 |
Branch Locations
481 Penbrooke Dr. Ste. 4B, Penfield, NY 14526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syracuse New Times | Syracuse | NY | 10/2016 | 07/2017 |
| Unemployed | Syracuse | NY | 05/2016 | 10/2016 |
| Axa Advisors | Syracuse | NY | 07/2017 | 01/2019 |
| Mass Mutual Life Insurance Company | Rochester | NY | 02/2020 | 12/2021 |
| Mml Investors Services, Llc | Rochester | NY | 02/2020 | 12/2021 |
| Hunt Insurance Agency | Depew | NY | 03/2019 | 02/2020 |
| Smg-The Oncenter | Syracuse | NY | 09/2015 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2021 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2021 | Present |
1. JURS MONTGOMERY, 1175 Pittsford Victor Rd, Suite 110, Pittsford NY 14534, United States, START DATE: 02/25/2020, Insurance Agent, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 3 HR/MO - 3 HR/MO TRADING 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 3. KINDLE DIRECT PUBLISHING, Webster NY 14580, United States, 11/02/2025, Author, Author/Educator/Podcast/Speaker, NIR, 4 HR/MO - 0 HR/MO Trading 4. MEROLA CAPITAL MANAGEMENT, 481 Penbrooke Dr., Suite 4B, Penfield NY 14526, United States, 05/2026, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 140 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-02 |
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