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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-02 |
| CO | RA | APPROVED | 2008-06-26 |
Branch Locations
5717 Glenstone Ln, Highlands Ranch, CO 80130-8003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burk Investment Group, Inc | Denver | CO | 01/1992 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 06/2008 | Present |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 06/2008 | Present |
1) SELF-EVIDENT TRUTHS, INC., 5717 GLENSTONE LN, HIGHLANDS RANCH, CO, 10/2015 AS PRESIDENT. S-CORP TRANSFERS AND SELLS FIREARMS. NIR - 5 HR/MO - 0/TRADING. 2) HIGHLANDS RANCH TAX SERVICES,INC. PRESIDENT, INVESTMENT RELATED, PROVIDE TAX SERVICES. 01/1992 TO PRESENT. 20 % OF BUSINESS, APPROXIMATELY 32 HOURS PER MONTH. 3) INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 06/28/2008 5) ENGINEERS IN ACTION, 6910 E 14th St, Tulsa OK 74112, 01/2025, BOARD MEMBER, NIR, 2 HR/MO - 0 HR/MO TRADING. 6) BURK INVESTMENT GROUP, INC, 5717 Glenstone Lane, Highlands Ranch CO 80130, United States, 02/01/1992, President, Insurance/Benefits/Human Resources, NIR, 5 HR/MO - 5/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-04 |
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