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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-01-02 |
| CO | RA | APPROVED | 2012-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Wealth Management - The Funderburk Group | Grand Junction | CO | 03/2012 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2012 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2012 | Present |
1) INDEPENDENT INSURANCE AGENT, 372, RIDGES BLVD, GRAND JUNCTION, CO, 12/2013 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 5 HR/MO - 5/TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 8/2012 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 30/TRADING. 3) GJCFPS, 372 RIDGES BLVD, GRAND JUNCTION, CO, 12/2014. FINANCIAL PLANNING AND ADVICE. INV REL-40/WK-40/TRADING. 4) ST. MARY'S MEDICAL CENTER FOUNDATION, 2635 N 7th Street, First Floor, Grand Junction CO 81502, 01/2022, BOARD MEMBER, CHARITABLE ORGANIZATION, NIR, 4 HR/MONTH 4 HR/MONTH TRADING 5) LEGACY WEALTH MANAGEMENT, 372 Ridges Blvd, Grand Junction CO 81507, United States, 08/28/2024, IAR, DBA Name, INV REL, 160 HR/MONTH 130 HR/MONTH TRADING 6) J.M. BURK FINANCIAL, 372 Ridges Bvld, Grand Junction CO 81507, United States, 08/28/2024, Owner, Owner/Partner of a Business Entity, NIR, 160 HR/MONTH 130 HR/MONTH TRADING 7) JDBURK PROPERTIES, 372 Ridges Blvd., Grand Junction, CO 81507, United States, START DATE 10/2025, Member, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-07 |
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