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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-03 |
| WI | RA | APPROVED | 2014-03-24 |
Branch Locations
2921 Landmark Place, Ste 225, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2013 | Present |
| Catering By Mike Losse | Madison | WI | 05/2011 | 10/2022 |
| Race Day Events, Llc | Verona | WI | 07/2011 | 10/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2014 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 03/2014, AS ADVISORY REP OF A RIA. INV REL, 200 HRS/MO - 160 HRS/MO TRADING. 2) ATLAS WEALTH ADVISERS, 7633 GANSER WAY, #200, MADISON, WI, 5/01/2011, OWNER, DBA, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 20 HRS/MO - 48 HRS/MO TRADING. 3) JT INSURANCE LLC, 5662 Old Oak Dr, Fitchburg WI 53711, United States, 10/01/2025, Owner, Insurance/Benefits/Human Resources, NIR, 2 HR/MO - 2 HR/MO TRADING 4) ACTIVE YOUTH WISCONSIN, 200 E Verona Ave #126, Verona WI 53593, United States, 01/02/2026, Treasurer, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-19 |
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