Chartered Financial Consultant
Over the years you’ve seen the name Protected Investors on forms and various communications from me. PIA has been my Broker-Dealer (BD) since 2002. That is about to change as PIA has agreed to be acquired by Cambridge Investment Research, a much larger BD. Next time we meet I can tell you the long version, but the sad, short story is that small BDs can’t compete with the larger firms. Information about Cambridge is below and you can check out their website: https://www.cir2.com/