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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2017-11-20 |
| TX | RA | APPROVED_RES | 2017-07-05 |
| CO | RA | APPROVED | 2014-01-07 |
Branch Locations
885 Arapahoe Ave, Boulder, CO 80302 • United States
Boulder, CO • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Generosity Wealth Management, Llc | Boulder | CO | 10/2008 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2011 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2014 | Present |
1) PRISON MINDFULNESS INSTITUTE, 98 COLUMBIA AVE., CRANSTON, RI 7/1/2008 AS TREASURER OF THE BOARD OF A 501C3 CHARITY WITH PROGRAMS IN PRISONS. NOT INVESTMENT RELATED. DEVOTES 1HR/WK, O/TRADE. 2) GENEROSITY WEALTH MANAGEMENT LLC, 885 ARAPAHOE AVE, BOULDER, CO, SINCE 10/15/2008. OWNER OF SECURITIES DBA. NIR - DEVOTES 40 HR/WK - 40 HR/TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 1/07/2014 AS ADVISORY REP OF A RIA. INV REL - 40 HR/WK - 40/TRADING. 4) MICHAEL BRADY, INDEPENDENT INSURANCE AGENT, 885 ARAPAHOE AVE, BOULDER, CO, 1/01/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20/YR - .5/TRADING. 5) FUTURE EXECUTOR OF F.M. ESTATE, HATFIELD, MA, 12/19/2018. NIR-0/YR-0/TRADING. 6) MICHAEL BRADY, 885 ARAPAHOE AVE, BOULDER, CO, NOTARY PUBLIC, 10/01/18. NIR, 1/YR- 0/TRADING 7) Frontier Horizon, P. O. Box 4429, Virginia Beach VA 23454, United States, 02/24/2022, Board Member, Board Member/Officer/Director/Committee Member/Board, NIR, 1 HR/MO - 1 HR/MO TRADING 8) LAMBDA CHI ALPHA INTERNATIONAL FRATERNITY, INC. / 10 West Carmel Drive, Suite 220, Carmel IN 46032 / 08/01/2022 / NIR / BOARD MEMBER / 4 HR/MO - 0 HR/MO TRADING 9) GENEROSITY BUSINESS EXIT PLANNING, 885 Arapahoe Ave., Boulder CO 80302, 01/2025, FOUNDER, CONSULTING/COACHING, NIR, 10 HR/MO - 10 HR/MO TRADING. 10) FRATERNITY AND SORORITY PAC, P. O. Box 40383, Washington DC 20016, 03/2025, Board Member, Government/Political, NIR, 2 HR/MO, 2 HR/MO TRADING. 11) GENEROSITY WEALTH MANAGEMENT, 885 Arapahoe Ave., Boulder CO 80302, 06/2025, Product Advisory Board Member, Technology services, NIR, 1 HR/MO, 1 HR/MO TRADING. 12) BOULDER VINNYTSIA SISTER CITY FOUNDATION, 3336 Loyola Ct, Boulder CO 80305, United States, 02/2026, Board Member, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 2 HR/MO - 2 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-08 |
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