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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-16 |
| CA | RA | APPROVED | 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
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-11 |
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