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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-04-23 |
Branch Locations
9175 E. Kenton Ave. Suite 100, Denver, CO 80237 • United States
550 S. Wadsworth Blvd. Suite 100, Lakewood, CO 80226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Denver | CO | 04/2016 | 04/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | Present |
1) MY EQUATION, LLC, 9175 E KENYON, DENVER, CO, 03/2016, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 15 HR/MO, 10 HR/MO TRADING. 2) LIFE CLARIFIED, 9175 E KENYON AVE, DENVER, CO, 04/2020, FACILITATOR, FINANCIAL EDUCAATION, NIR, 5 HR/MO, 4 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADMINISTRATIVE REP OF AN RIA, INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-19 |
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