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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-06 |
| NH | RA | APPROVED | 2017-11-21 |
Branch Locations
186 Daniel Webster Highway Ste. 2, Meredith, NH 03253 • United States
19 Chenell Drive, Ste. 1A, Concord, NH 03301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Manchester | NH | 07/2008 | 11/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2017 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2017, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 30 HR/TRADING 2) AGGREGATE WEALTH STRATEGIES AND INSURANCE ADVISORS, 334 RAEDER DRIVE THE GATEHOUSE STRATHAM NH, 09/2012, PARTNER, Insurance/Benefits/Human Resources INV REL, 80 HR/MO 40 HR/TRADING 3) CADDIS IN THE ROUGH, 331 S ARM ANDOVER ME, 08/2022, OWNER, Sport/Fitness/Gaming, NIR, 10 HR/MO 0 HR/MO TRADING 4) BAHR CASEY FINANCIAL SERVICES, 34 RAEDER DRIVE THE GATEHOUSE STRATHAM NH. 07/2021 OWNER, DBA, INV REL, 30 HR/MO 30 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-02 |
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