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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| CO | 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 |
|---|---|---|---|---|
| Colorado Christian University | Lakewood | CO | 08/2015 | 01/2019 |
| Noahs Ark | Buena Vista | CO | 08/2015 | 08/2017 |
| Huebner Marketing | Loveland | CO | 05/2018 | 01/2019 |
| Madwire Llc | Fort Collins | CO | 01/2019 | 04/2021 |
| Thrivent Investment Management Inc | Fort Collins | CO | 04/2021 | 08/2023 |
| Thrivent Financial | Appleton | WI | 06/2021 | 10/2021 |
| Thrivent Financial | Appleton | WI | 10/2021 | 08/2023 |
| Lpl Financial | Fort Collins | CO | 08/2023 | 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, 1136 E Stuart St, Suite 2-100, Fort Collins CO 80525, United States, 08/01/2023, Agent, Marketing (team the advisor operates with), NIR, 160 HR/MO - 160 HR/MO TRADING 2. 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 | 2021-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-29 |
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