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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-02 |
Branch Locations
32118 Ne Kelly Rd., Yacolt, WA 98675 • United States
Ridgefield, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 06/2019 | 01/2026 |
| Logical Position | Lake Oswego | OR | 03/2018 | 06/2019 |
| Classic Vintage Rentals | Washougal | WA | 10/2017 | 02/2018 |
| Milwaukee Brewers | Milwaukee | WI | 06/2016 | 11/2017 |
| 3 Kings Environmental | Vancouver | WA | 09/2016 | 11/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | 02/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
| Sound Foundation Wealth Advisors | Yacolt | WA | 02/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 02/02/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. CALEB WHALEN, 3309 NE 259th St., Ridgefield WA 98642, United States, 02/06/2026, Owner, Agriculture, NIR, 10 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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