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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-02-02
  • WI RA
    APPROVED
    Since 2026-02-02

Branch Locations

2923 Marketplace Dr. Ste. 102, Fitchburg, WI 53719 • United States

Madison, WI • 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 09/2025 02/2026
Cambridge Investment Research, Inc. Fairfield IA 08/2025 Present
Foundation Finance Company Rothschild WI 09/2023 Present
Jt Global Enterprises Llc Wittenberg WI 05/2021 09/2023
Banner Banks Wittenberg WI 05/2019 05/2022
T&C Forestry Wittenberg WI 06/2012 09/2023
Cambridge Investment Research Advisors,Inc. Fairfield IA 02/2026 Present
  • 09/2025 → 02/2026
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2025 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 09/2023 → Present
    Foundation Finance Company
    Rothschild, WI
  • 05/2021 → 09/2023
    Jt Global Enterprises Llc
    Wittenberg, WI
  • 05/2019 → 05/2022
    Banner Banks
    Wittenberg, WI
  • 06/2012 → 09/2023
    T&C Forestry
    Wittenberg, WI
  • 02/2026 → Present
    Cambridge Investment Research Advisors,Inc.
    Fairfield, IA
Other Businesses

1) Legacy Wealth Solutions LLC, 2923 Marketplace Drive, Fitchburg, WI 53719, 12/2025, Investment Advisor Representative, 1099, NIR, 60 HR/MO, 60 HR/MO TRADING 2) CIRA, 1776 Pleasant Plain Rd, Fairfield, IA 52556, 02/2026, Investment Advisor Representative, 1099, NIR, 160 HR/MO, 160 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-07
  • S66 Uniform Combined State Law Examination
    2026-01-07
Other Names
  • Trevor Linke

View on SEC IAPD

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