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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2020-12-18 |
Branch Locations
817 Colorado Ave Suite 105, Glenwood Springs, CO 81601 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Glenwood Springs | CO | 12/2004 | 12/2020 |
| 1315 Grand, Llc | Glenwood Springs | CO | 09/1987 | Present |
| Avantax Advisory Services | Glenwood Springs | CO | 06/2009 | 12/2020 |
| Avantax Insurance Agency, Llc | Glenwood Springs | CO | 09/2017 | 12/2020 |
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2020 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2020 | Present |
1) ROARING FORK FINANCIAL SERVICES, INC, 817 COLORADO AVE, STE 105, GLENWOOD SPRINGS, CO, CPA/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, NIR, 01/01/86, 30 HR/WK- 20/TRADING 2) 1315 GRAND LLC, 532 HYLAND PARK DR, GLENWOOD SPRINGS, CO, RENTAL REAL ESTATE, 09/01/97, LANDLORD, NIR, 2 HR/MO- 0/TRADING 3)CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 12/18/20
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-06 |
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