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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-16 |
| WI | RA | APPROVED | 2009-02-09 |
Branch Locations
2921 Landmark Place, Ste 225, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2005 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 12/2005 | Present |
1.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 40/WK - 30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2.RICHARDSON INSURANCE AGENCY LLC dba ATLAS WEALTH ADVISERS, 7633 GANSER WAY, STE 200, MADISON, WI, 11/2005 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/WK - HOURS SPRENT DURING TRADING HOURS, VARY. 3.RT FINANCIAL LLC, 2921 LANDMARK PL, SUITE 225, MADISON, WI 53713, 7/2017, MEMBER/OWNER, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 2/MO - 0 HRS/ MO TRADING. 4.UW-WHITEWATER FOUNDATION, INC., Alumni Center, 800 W Main St, Whitewater WI 53190, 04/2025, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 2 HR/MO, 2 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-21 |
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