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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-08-21
TX RA APPROVED_RES 2024-08-13
  • CO RA
    APPROVED
    Since 2024-08-21
  • TX RA
    APPROVED_RES
    Since 2024-08-13

Branch Locations

12424 E Weaver Pl., Ste B, CO 80111 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 11/2012 → 07/2021
    Waddell & Reed, Inc
    Greenwood Village, CO
  • 01/2013 → 08/2024
    Various Insurance Carriers For W&R Insurance Agencies
    Centennial, CO
  • 07/2015 → Present
    Treasure Mountain Ranch
    Paonia, CO
  • 01/2019 → 03/2019
    Dmeyer & Associates Llc
    Highlands Ranch, CO
  • 04/2019 → 08/2024
    Meyer Cox & Associates Llc
    Highlands Ranch, CO
  • 03/2020 → Present
    Joshua G Cox Limited
    Greenwood Village, CO
  • 07/2021 → 08/2024
    Greenwood Village, CO
  • 08/2024 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2024 → Present
    Fairfield, IA
Previous Registrations
  • 2021-07-21 → 2024-08-13
    Greenwood Village, CO
  • 2013-01-07 → 2021-07-21
    Waddell & Reed
    Las Vegas, NV
    Greenwood Village, CO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-04
  • S66 Uniform Combined State Law Examination
    2013-01-04

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