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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-06-11 |
Branch Locations
95 Postoffice Park Ste. 9503, Wilbraham, MA 01095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 07/2023 | 06/2024 |
| Cambridge Investment Research Inc. | Fairfield | IA | 01/2024 | Present |
| Monson Public Schools | Monson | MA | 09/2019 | 06/2023 |
| Hampden-Wilbraham Regional School District | Wilbraham | MA | 09/2018 | 06/2019 |
| Somerville School District | Somerville | MA | 09/2017 | 05/2018 |
| Lesley University | Cambridge | MA | 06/2017 | 06/2018 |
| Lesley University | Cambridge | MA | 09/2013 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 06/2024 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/04/2024 2. HAVICAN WEALTH STRATEGIES, 95 Post Office Park, Wilbraham MA 01095, United States, 05/29/2024, W2 Employee, Using a Trade Name / DBA, INV REL, 4 HR/MO - 4 HR/MO TRADING 3. KATHLEEN PUMILIA, 95 Post Office Park, Wilbraham MA 01095, United States, 11/01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 12/MO - 12/Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-29 |
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