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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-11-10 |
| WY | RA | APPROVED | 2023-11-10 |
| TX | RA | APPROVED | 2019-10-10 |
| CO | RA | APPROVED | 2017-09-18 |
Branch Locations
2081 N Webb Rd, Wichita, KS 67206 • United States
105 South 4Th St, Laramie, WY 82070 • United States
8151 W 44Th Ave, Wheat Ridge, CO 80033 • United States
Brighton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management Inc | Broomfield | CO | 01/2016 | 09/2017 |
| A&I Financial Services, Llc | Broomfield | CO | 01/2016 | 09/2017 |
| A & I Financial Services | Englewood | CO | 01/2016 | 09/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | Present |
1) Shearer Financial Inc.6239 E 163RD AVE, BRIGHTON, CO 8/18/2008, Insurance Agent. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. Investment related, 2/monthly, 2/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) BROOMFIELD ROTARY FOUNDATION, PO BOX 332, Broomfield CO 80038, 07/2018, Board Member, PARTICIPATE IN MONTHLY MEETINGS, NIR, 1 HR/MO 0 HR/MO Trading 4) SHEARER HOLDINGS LLC DBA FRENCHIES, BRIGHTON, CO, 10/2018. Wife purchased rights to a Frenchies Franchise; nail salon. NIR, 0/WK 0/TRADING 5) EAGLE SHADOW SOUTH HOA, Brighton CO 80602, 01/2022, Board member, Board Member/Officer/Director/Committee Member/Board Trustee, INV REL, 1 HR/MO - 0 HR/MO TRADING 6) SPFG TAX LLP DBA J&B TAX ACCOUNTING, 8151 W 44TH AVE WHEATRIDGE CO 80033, 10/2023, OWNER, TAX/ACCOUNTING SERVICES, NIR, 10 HR/MO 10 HR/MO TRADING 7) STRATEGIC PARTNERS FINANCIAL GROUP, LLC, 8151 W 44th Ave, Wheat Ridge CO 80033, United States, 04/22/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MO - 160 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
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