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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2017-09-01
  • CO RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2016 → 08/2017
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 07/2012 → 08/2017
    Navigation Financial Services, Inc.
    Fort Collins, CO
  • 08/2017 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2017 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-13
  • S66 Uniform Combined State Law Examination
    2012-01-13

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