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Cecilia Christina Shepherd

Cambridge Investment Research Advisors, Inc.

Walnut Creek, CA

Greeley, CO

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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
CO RA APPROVED 2025-12-16
  • CA RA
    APPROVED
    Since 2025-12-17
  • CO RA
    APPROVED
    Since 2025-12-16

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States

Greeley, CO • 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
Navigation Wealth Management, Inc. Fort Collins CO 11/2018 12/2025
Navigation Financial Services, Inc. Fort Collins CO 06/2018 12/2025
Self-Employed Greeley CO 07/2017 10/2018
Power Core 360 Fort Collins CO 06/2016 06/2017
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2025 Present
  • 11/2018 → 12/2025
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 06/2018 → 12/2025
    Navigation Financial Services, Inc.
    Fort Collins, CO
  • 07/2017 → 10/2018
    Self-Employed
    Greeley, CO
  • 06/2016 → 06/2017
    Power Core 360
    Fort Collins, CO
  • 12/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-25
  • S65 Uniform Investment Adviser Law Examination
    2018-10-25

View on SEC IAPD

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