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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-03 |
| CO | RA | APPROVED | 2016-09-01 |
Branch Locations
515 S. Howes St., Fort Collins, CO 80521 • United States
Ft Collins, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2016 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2016 | Present |
1) MOUNTAIN WEALTH MANAGEMENT, LLC, 515 S. Howes St., Fort Collins CO 80521, 05/01/2010, Investment Advisor Representative, Using a Trade Name/dba, INV REL, 112 HR/MO, 120 HR/MO TRADING. 2) CIRA- 1776 Pleasant Plain Road, Fairfield IA, 52556, Advisory Rep of a Registered Investment Advisor, INV REL, 30/weekly 30/trading, 08/2017 3) SIGRID DAUGAARD,INDEPENDENT INSURANCE AGENT, 515 S HOWES ST FT COLLINS CO, 8/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 1/WK 1/TRADING 4) INVEST GREEN WEALTH MANAGEMENT LLC, 515 S HOWES ST FT COLLINS CO, 12/2020, NIR, MANAGING MEMBER, 1 HR/MO 1 TRADING HR 5) POSITION OF TRUST, 4449 SENECA CT FT COLLINS 80526, 07/2020, SUCCESSOR TRUSTEE, NIR, 0 HR/MONTH 0 HR/MONTH TRADING 6) TRUSTEE FOR SUSAN AND DAVID BAGLEE, 1719 Waterford Ln, Ft Collins CO 80525, United States, START DATE 10/2025, Successor Trustee, Trustee, NIR, 0 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-01 |
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