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339 E Highway 50 Suite 104, Salida, CO 81201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
| KY | RA | APPROVED | 2022-03-24 |
| CO | RA | APPROVED | 2021-09-24 |
| OH | RA | APPROVED | 2021-09-24 |
| TX | RA | APPROVED | 2021-09-24 |
| WI | RA | APPROVED | 2021-09-24 |
Branch Locations
339 E Highway 50 Suite 104, Salida, CO 81201 • United States
Lexington, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Financial Advisors, Llc | Buena Vista | CO | 09/2021 | 09/2022 |
| Unemployed | Lexington | KY | 03/2021 | 09/2021 |
| Campari Americas | Lawrenceburg | KY | 11/2019 | 03/2021 |
| General Electric - Renewable Energy | Lexington | KY | 05/2017 | 11/2019 |
| General Electric - Lighting | Lexington | KY | 05/1999 | 05/2017 |
| Cambridge Financial Advisors, Llc | Salida | CO | 10/2022 | Present |
Christ Church Cathedral Episcopal Church The business (church) is not investment related, but my role is. 166 Market Street, Lexington, KY 40507 Church - spiritual community Position - Endowment Sub-Committee Member Relationship - Volunteer Started - December 2022 less than 0.5 hours/month activity. Zero hours during securities trading hours. Duties - I serve on an endowment sub-committee for my church. The sub-committee assists the vestry (board) in monitoring investment performance reports provided by the Fund Manager. The sub-committee is advisory to the vestry and has no decision authority.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-17 |
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