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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-21 |
| TX | RA | APPROVED_RES | 2024-08-13 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Greenwood Village | CO | 11/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Centennial | CO | 01/2013 | 08/2024 |
| Treasure Mountain Ranch | Paonia | CO | 07/2015 | Present |
| Dmeyer & Associates Llc | Highlands Ranch | CO | 01/2019 | 03/2019 |
| Meyer Cox & Associates Llc | Highlands Ranch | CO | 04/2019 | 08/2024 |
| Joshua G Cox Limited | Greenwood Village | CO | 03/2020 | Present |
| Lpl Financial Llc | Greenwood Village | CO | 07/2021 | 08/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2024 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 08/12/2024 2) JOSHUA G COX LIMITED, 7501, E Costilla Ave, Centennial CO 80112, 08/12/2024, Founder, LLC for my taxes, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) TREASURE MOUNTAIN RANCH, 39802 Panorama Rd, Paonia CO 81428, 08/12/2024, Board Member, Real Estate, NIR, 2 HR/MO, 0 HR/MO TRADING. 4) MILESTONES WEALTH, 12424 E Weaver Pl Unit B, Centennial CO 80111, 08/12/2024, IAR, DBA Name, INV REL, 160 HR/MO, 160 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-04 |
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