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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| WI | RA | APPROVED | 2023-03-10 |
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 | 01/2021 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2021 | Present |
| Turnhall Financial | Cedarburg | WI | 05/2020 | 12/2020 |
| Pizza Man | Milwaukee | WI | 03/2020 | 08/2020 |
| Outdoor Pursuits | Milwaukee | WI | 08/2019 | 07/2020 |
| Wintrust Mortgage | Madison | WI | 05/2019 | 08/2019 |
| University Of Wisconsin - Milwaukee | Milwaukee | WI | 09/2017 | 12/2020 |
| The Concrete Company | Milwaukee | WI | 06/2017 | 08/2018 |
| Stoughton Lumber Ace | Stoughton | WI | 06/2016 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2023 | Present |
1. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 52556, 06/2023 AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. ATLAS WEALTH ADVISERS, 2921 Landmark Place, Madison WI 53713, United States, 06/01/2023, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. DANIEL K SCHUH ENTERPRISES LLC, 2921 Landmark Pl Ste 225, Madison, WI 53713, United States, START DATE 09/2025, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-07 |
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