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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-03-30 |
Branch Locations
106 Old Padonia Rd. Ste. 3, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Forest Hill | MD | 06/2008 | 12/2017 |
| S2 Financial | Towson | MD | 12/2017 | 06/2018 |
| Securities Service Network | Towson | TN | 06/2018 | 01/2019 |
| Morgan Stanley | Baltimore | MD | 01/2019 | 11/2019 |
| Securities Service Network | Towson | MD | 11/2019 | 09/2020 |
| Securities America, Inc. | Towson | MD | 09/2020 | 11/2021 |
| Securities America Advisors | Towson | MD | 09/2020 | 11/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2021 | 05/2022 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2021 | 05/2022 |
| Osaic Wealth, Inc. | Hunt Valley | MD | 05/2022 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2026 | Present |
1) CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 03/2026, Investment Advisor Representative, CIRA affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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