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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
1136 E Stuart St., Bldg 2, Ste. 2100, Fort Collins, CO 80525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Fort Collins | CO | 11/2015 | 08/2018 |
| Jba Wealth Management | Fort Collins | CO | 07/2015 | 01/2017 |
| Intelligis Spatial Solutions | Loveland | CO | 06/2004 | Present |
| Securities America Advisors, Inc. | Fort Collins | CO | 02/2016 | 08/2018 |
| Lpl Financial Llc | Fort Collins | CO | 08/2018 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
1. JBA WEALTH MANAGEMENT GROUP / MATTHEW L DIXON, 1136 E. Stuart St., Suite 2-100, Fort Collins, CO 80525, 07/31/2025, Owner, Insurance/Benefits/Human Resources, INV REL, 5 HR/MO - 3 HR/MO TRADING 2. JBA WEALTH MANAGMENT GROUP, 1136 E. Stuart St., Suite 2-100, Fort Collins, CO 80525, 01/01/2023, President, DBA Name, INV REL, 40 HR/MO - 25 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-18 |
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