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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ages Financial Services, Ltd | Reading | MA | 08/2024 | 09/2024 |
| Connors Martial Arts Academy | Norwood | MA | 06/2011 | 08/2017 |
| Landscape America | Wrentham | MA | 08/2018 | 11/2018 |
| Lewis Financial | Haverhill | MA | 08/2024 | Present |
| Northpoint Bible College | Haverhill | MA | 08/2017 | 04/2022 |
| Matthew Tullos Ministries | Norwood | MA | 04/2022 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2025 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2025 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2025 | Present |
1. LEWIS FINANCIAL SERVICES, 10-12 Phoenix Row, Haverhill MA 01832, United States, 03/11/2025, Investment Advisor Representative, DBA Name, INV REL, 160 HR/MO - 152 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 10/01/2025, Investment Advisor Representative, 1099, INV REL, 160 HR/MO - 130 HR/MO TRADING 3. LIBRE ADVISOR NETWORK, 10-12 Phoenix Row, Haverhill MA 01832, United States, 10/01/2025, Investment Advisor Representative, OSJ Affiliation, NIR, 160 HR/MO - 130 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-28 |
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