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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-16
CA RA APPROVED 2022-11-14
  • TX RA
    APPROVED_RES
    Since 2022-11-16
  • CA RA
    APPROVED
    Since 2022-11-14

Branch Locations

2210 Plaza Dr Suite 275, Rocklin, CA 95765 • United States

2210 Plaza Dr. Suite 300, Rocklin, CA 95765 • United States

255 Main St, Chester, CA 96020 • United States

410 N. Main St., Alturas, CA 96101 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Questar Capital Corporation Minneapolis MN 08/2012 03/2019
Questar Asset Management Minneapolis MN 08/2012 03/2019
Woodbury Financial Services, Inc. Chester CA 03/2019 11/2022
Woodbury Financial Services, Inc. Chester CA 03/2019 11/2022
Cambridge Investment Research, Inc. Fairfield IA 11/2022 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2022 Present
  • 08/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 08/2012 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 11/2022
    Woodbury Financial Services, Inc.
    Chester, CA
  • 03/2019 → 11/2022
    Woodbury Financial Services, Inc.
    Chester, CA
  • 11/2022 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2022 → Present
    Fairfield, IA
Previous Registrations
  • 2019-03-01 → 2022-11-16
    Woodbury Financial Services, Inc.
    Chester, CA
    Rocklin, CA
  • 2012-08-29 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Roseville, CA
    Chester, CA
  • 2010-11-16 → 2012-08-28
    Woodbury Financial Services, Inc.
    Rocklin, CA
    Roseville, CA
    Roseville, CA
    Roseville, CA
    Rocklin, CA
    Roseville, CA
  • 2009-10-23 → 2010-11-17
    North Highlands, CA
    Sacramento, CA
    Roseville, CA
  • 2008-06-02 → 2009-10-23
    Banc Of America Investment Services, Inc.
    North Highlands, CA
    Sacramento, CA
    Sacramento, CA
    Sacramento, CA
    Roseville, CA
    West Sacramento, CA
  • 2007-01-18 → 2008-06-03
    Dixon, CA
Other Businesses

1) CLEAR WEALTH STRATEGIES, 2210 Plaza Dr, Suite 300, Rocklin CA 95765, 11/2022, Owner, DBA Name only, NIR, 0 HR/MO - 0 HR/MO Trading. 2) JASON LAYLAND, Rocklin, CA 95765, 11/14/2022, Agent, Insurance/Benefits/Human Resources, INV-REL, 20 HR/MO - 0 HR/MO TRADING 3) FORTERA CAPITAL, 2210 Plaza Dr, Suite 300, Rocklin CA, 11/2022, Owner, Administrative, NIR, 20 GR/MO, 0 HR/MO Trading 4) CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 1776 Pleasant Plain Road, Fairfield IA, 01/2023, An ADVISORY REP OF A RIA, INV REL, 80 HR/MO, 30 HR/MO Trading 5) JASON LAYLAND, 2210 Plaza Dr Ste 300, Rocklin CA 95765, United States, 12/01/2025, Self (Notary), Notary, NIR, 5 HR/MO - 0 HR/MO TRADING 6) FORTERA CAPITAL MANAGEMENT, 2210 PLAZA DR, SUITE 300, ROCKLIN CA 95765, 11/2022, OWNER, MARKETING, NIR, 20 HR/MO - 0 HR/MO TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-12-21
S63 Uniform Securities Agent State Law Examination 2004-06-11
  • S66 Uniform Combined State Law Examination
    2006-12-21
  • S63 Uniform Securities Agent State Law Examination
    2004-06-11

View on SEC IAPD

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