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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-07-25 |
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 | 06/2018 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2018 | Present |
| Jimmy John's | Whitewater | WI | 07/2017 | 10/2022 |
| Uw-Whitewater | Whitewater | WI | 07/2018 | 07/2018 |
| Uw-Whitewater | Whitewater | WI | 09/2014 | Present |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 10/2020 | Present |
| Sun Prairie East Highschool | Sun Prairie | WI | 08/2022 | 06/2024 |
1 .ATLAS WEALTH ADVISERS, 2921 Landmark Pl, Ste 225, Madison WI 53713, United States, 06/04/2018, Agent, Insurance/Benefits/Human Resources, NIR, 160 HR/MO - 160 HR/MO TRADING 2. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 07/25/2019, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. J NELSON CONSULTING LLC, 7628 W Mineral Point Rd, Verona WI 53593, United States, 12/14/2023, Owner, INSURANCE AGENCY & LLC TO TRACK BUSINESS EXPENSES, NIR, 0 HR/MO - 0 HR/MO TRADING 4. ATLAS WEALTH ADVISERS, 2921 Landmark Place, Ste 225, Madison WI 53713, United States, 10/01/2020, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-17 |
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