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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-16
  • TX RA
    APPROVED
    Since 2025-01-16

Branch Locations

15264 Hwy 105, Suite 170, Montgomery, TX 77356 • United States

255 Elk Dr. Ste. D, Burleson, TX 76028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Burleson TX 05/2015 08/2021
Maverick Wealth Management Burleson TX 05/2015 06/2018
Advisor Resource Council (Formerly: 360 Wealth Management, Llc) Burleson TX 04/2017 08/2021
Kestra Advisory Services Llc Burleson TX 08/2021 01/2025
Kestra Investment Services Llc Burleson TX 08/2021 01/2025
Cambridge Investment Research, Inc. Fairfield IA 01/2025 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2025 Present
  • 05/2015 → 08/2021
    Burleson, TX
  • 05/2015 → 06/2018
    Maverick Wealth Management
    Burleson, TX
  • 04/2017 → 08/2021
    Advisor Resource Council (Formerly: 360 Wealth Management, Llc)
    Burleson, TX
  • 08/2021 → 01/2025
    Burleson, TX
  • 08/2021 → 01/2025
    Kestra Investment Services Llc
    Burleson, TX
  • 01/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2025 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1) MAVERICK WEALTH MANAGEMENT, 255 Elk Dr. Suite D, Burleson TX 76028, 01/2025, President, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING 2) JJ WALKER INVESTMENTS, LLC, 3008 Freeman Ln, Crowley TX 76036, 01/2025, OWNER, ADMINISTRATIVE, NIR, 40 HR/MO - 40 HR/MO TRADING. 3) JWH MANAGEMENT LLC, 13618 Old Stoney Rd, Ponder TX 76259, 01/2025, VICE PRESIDENT, REAL ESTATE, NIR, 1 HR/MO - 0 HR/MO TRADING. 4) JWH PARTNERS LTD, 13618 Old Stoney Rd, Ponder TX 76259, 01/2025, VICE PRESIDENT, REAL ESTATE, NIR, 2 HR/MO - 0 HR/MO TRADING. 5) STATE BAR OF TEXAS GRIEVANCE COMMITTEE, Austin TX 78701, 01/2025, MEMBER, VOLUNTEER, NIR, 4 HR/MO - 4 HR/MO TRADING. 6) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 01/2025, AS ADMINISTRATIVE REP OF A RIA. INV REL, 80 HR/MO- 80 HR/MO TRADING. 7) JJ WALKER INSURANCE, 255 Elk Dr., Suite D, Burleson TX 76028, 01/2025, Owner, Insurance/Benefits/Human Resources, NIR, 5 HR/MO, 5 HR/MO TRADING. 8) THE YW RANCH LLC, 5405 Kingston Cove Ct, Willis TX 77318-6303, United States, 11/05/2025, President, Agriculture, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-09-09
  • S66 Uniform Combined State Law Examination
    2008-09-09

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