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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-07-29 |
| TX | RA | APPROVED | 2021-09-13 |
| CO | RA | APPROVED | 2019-08-09 |
Branch Locations
504 Main St. Suite 470 , Lewiston, ID 83501 • United States
231 S Howes St., Fort Collins, CO 80521 • United States
Lakewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Denver | CO | 02/2016 | 02/2018 |
| Bank Of The West | Denver | CO | 02/2016 | 02/2018 |
| Mass Mutual Life Insurance Company | Denver | CO | 02/2018 | 08/2019 |
| Mml Investors Services | Denver | CO | 02/2018 | 08/2019 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2019 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2019 | Present |
1. RENTAL PROPERTY OWNER, 4500 E LOUISIANA AVE, DENVER, CO, 06/2017. NIR-4/YR-0/TRADING. 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 08/09/19. 3. SOPRIS WEALTH ADVISORS LLC, 231 S. Howes St., Fort Collins CO 80521, United States, 06/22/2022, Partner, Insurance/Benefits/Human Resources, INV REL-10/MO-10/TRADING. 4. WOMEN'S ESTATE PLANNING COUNCIL, DENVER, CO, 07/14/2022, Networking, Programs Co-Chair, NIR, 1 HR/YR- 0/TRADING HR. 5. MDJB LLC, 859 Benton Street, Lakewood CO 80214, 04/10/2024, Owner, Owner/Partner of a Business Entity, NIR, 1 HR/MO, 0 HR/MO TRADING. 6. SOPRIS WEALTH PARTNERS LLC, 231 S HOWES ST, FT COLLINS CO 80521, 06/2022, IAR, DBA, INV REL, 5 HR/MO - 5 HR/MO TRADING. 7. WOMEN'S ESTATE PLANNING COUNCIL, Denver CO 80209, United States, 08/15/2024, Member, Networking, NIR, 1 HR/MO - 0 HR/MO TRADING 8. SOPRIS WEALTH PARTNERS, 231 S. Howes St., Fort Collins CO 80521, 05/2025, Owner, Real Estate, NIR, 10 HR/MO, 1 HR/MO TRADING. 9. CRAWFORD FINANCIAL PLANNING, 504 Main St, Suite 470, Lewiston, ID 83501, 08/2026, Investment Advisor Representative, DBA Name, INV REL, 80 HR/MO - 60 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-01 |
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