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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-09-01 |
Branch Locations
1053 Robertson St., Fort Collins, CO 80524 • United States
375 E Horsetooth Rd., #3-203, Fort Collins, CO 80525 • United States
Fort Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigation Wealth Management, Inc. | Fort Collins | CO | 04/2016 | 08/2017 |
| Navigation Financial Services, Inc. | Fort Collins | CO | 07/2012 | 08/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2017 | Present |
1. NELSON FINANCIAL GROUP, 6955 S UNION PARK CTR #550, MIDVALE, UT, 7/2012 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/MO - 5/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3. ART JETTER COMPANY, 11305 CHICAGO CIR, OMAHA, NE, 12/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5/MO - 1/TRADING. 4. MARATHON WEALTH LLC, 1053 ROBERTSON ST, FORT COLLINS, CO, 03/2019. FINANCIAL PROFESSIONAL UTILIZING DBA NAME. INV REL-35/WK-6/TRADING. 5. RMHS BOOSTER CLUB BOARD MEMBER, 3100 W Swallow Rd, Fort Collins CO 80525, United States, 09/2025, President, Volunteer, NIR, HR/MO: 5, HR/MO TRADING: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-13 |
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