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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-16 |
| NV | RA | APPROVED | 2020-03-05 |
| TX | RA | APPROVED | 2020-02-21 |
Branch Locations
2520 S Grand Ave. Suite 203 , Glenwood Springs, CO 81601 • United States
8675 S Eastern Ave., Las Vegas, NV 89123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Las Vegas | NV | 07/2003 | 02/2020 |
| Park Avenue Securities | Las Vegas | NV | 08/2003 | 02/2020 |
| Wealth Strategies Group | Las Vegas | NV | 04/2003 | 12/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2020 | Present |
1) STRATEGIC WEALTH DESIGN, LLC, DBA STRATEGIC WEALTH DESIGN, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, INSURANCE AGENT/SALES, PRESIDENT, INV REL, 02/10/16, 20/WK- 20 TRADING 2) N.R. EMPIRE, LLC, 945 ROCK LEDGE CT, HENDERSON, NV, MANAGER OF NR EMPIRE, LLC, 04/15/15, NIR, 2/MO- 0/TRADING 3) 10420 SUB ASSOCIATION, 6655 S CIMARRON RD, STE 200, LAS VEGAS, NV, BOARD MEMBER OF A NON-PUBLIC ENTITY, 06/21/17, NIR, .5 HR/MO- .5 HR/TRADING 4) PHYSICAN DISABILITY QUOTES, LLC, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, INSURANCE AGENT SALES, MANAGING MEMBER, 06/04/17, NIR, 0/MO- 0/TRADINg 5) STRATEGIC WEALTH DESIGN,LLC DBA SWD INSURANCE SERVICES, 2190 E PEBBLE RD, STE 260, LAS VEGAS, NV, DBA, 07/08/20, INV REL, PRESIDENT, 10/MO- .5 TRADING 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 03/05/20. 7) FinStak Solutions, LLC DBA FinStak, 2190 E. Pebble Rd. Suite 260, Las Vegas, NV 89123, 12/2021, Owner, Technology for Financial Advisors, NIR, 60 HR/MO - 20 HR/MO Trading. 8) Vegas PBS - Planned Giving Council, 3050 E. Flamingo Road, Las Vegas, NV 89121, 02/2022, Member of Council, NIR, 1 HR/MO - 1 HR/MO Trading. 9) Action Action Movie, Henderson NV 89012, United States, 11/10/24, Actor, NIR, 0 HR/MO - 0 HR/MO TRADING 10) Strategic Wealth Design, 2190 E. Pebble Rd., Suite 260, Las Vegas NV 89123, United States, 09/13/2024, Speaker, Coaching, INV REL, 5 HR/MO - 5 HR/MO TRADING 11) Vegas PBS, Las Vegas NV 89121, 01/2025, Board Member, Board Member/Officer/Director/Committee, NIR, 1 HR/MO, 1 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-06 |
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