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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-02 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2019 | 10/2019 |
| Rural Mutual Insurance | Madison | WI | 09/2018 | 07/2019 |
| Lands End Business | Dodgeville | WI | 04/2016 | 08/2018 |
| Cuna Mutual Group | Madison | WI | 11/2019 | 09/2020 |
| Cuna Brokerage Services, Inc. | Madison | WI | 11/2019 | 09/2020 |
| Securities America, Inc. | Madison | WI | 09/2020 | 07/2021 |
| Securities America Advisors | Madison | WI | 09/2020 | 07/2021 |
| Mml Investor Services | Madison | WI | 07/2021 | 12/2023 |
| Massmutual Life Insurance Company | Madison | WI | 07/2021 | 12/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2024 | Present |
1) ATLAS WEALTH ADVISERS, 2921 LANDMARK PL STE 225, MADISON WI 53713, 01/2024, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 5 HR/MO - 5 HR/MO TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-21 |
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