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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VI RA APPROVED 2017-11-20
TX RA APPROVED_RES 2017-07-05
CO RA APPROVED 2014-01-07
  • VI RA
    APPROVED
    Since 2017-11-20
  • TX RA
    APPROVED_RES
    Since 2017-07-05
  • CO RA
    APPROVED
    Since 2014-01-07

Branch Locations

885 Arapahoe Ave, Boulder, CO 80302 • United States

Boulder, CO • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2009-06-15 → 2014-03-19
    Generosity Wealth Management, Llc
    Boulder, CO
  • 1999-01-01 → 2007-05-07
    Agile Advisors Inc.
    Boulder, CO
  • 2000-05-11 → 2007-05-07
    Agile Group
    Boulder, CO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-02
S63 Uniform Securities Agent State Law Examination 1991-08-08
  • S65 Uniform Investment Adviser Law Examination
    2001-01-02
  • S63 Uniform Securities Agent State Law Examination
    1991-08-08
Other Names
  • Michael Patrick Brady
  • Mike Brady

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