Best Investors Account Sign in
Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2019-07-25
  • WI RA
    APPROVED
    Since 2019-07-25

Branch Locations

2921 Landmark Place, Ste 225, Madison, WI 53713 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2018 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 09/2018 → Present
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 07/2017 → 10/2022
    Jimmy John's
    Whitewater, WI
  • 07/2018 → 07/2018
    Uw-Whitewater
    Whitewater, WI
  • 09/2014 → Present
    Uw-Whitewater
    Whitewater, WI
  • 10/2020 → Present
    Fairfield, IA
  • 08/2022 → 06/2024
    Sun Prairie East Highschool
    Sun Prairie, WI
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-17
  • S66 Uniform Combined State Law Examination
    2019-07-17
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor