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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2021-07-15
  • CO RA
    APPROVED
    Since 2021-07-15

Branch Locations

350 Indiana Street, Suite 730, Golden, CO 80401 • 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
Pershing Advisor Solutions Llc Greenwood Village CO 09/2019 12/2020
Icon Distributors, Inc. Greenwood Village CO 01/2003 05/2019
Unemployed Lakewood CO 06/2019 08/2019
Western Wealth Management, Llc (Western Wealth Advisors) Golden CO 12/2020 06/2021
Lpl Financial, Llc Golden CO 12/2020 06/2021
Cambridge Investment Research Inc. Fairfield IA 07/2021 Present
Cambridge Investment Research Advisors Inc. Fairfield IA 07/2021 Present
Meridian Wealth Management Llc Boulder CO 02/2021 06/2021
Cambier Investment Group Golden CO 07/2021 12/2024
Cambier Investment Group Golden CO 12/2024 Present
  • 09/2019 → 12/2020
    Pershing Advisor Solutions Llc
    Greenwood Village, CO
  • 01/2003 → 05/2019
    Icon Distributors, Inc.
    Greenwood Village, CO
  • 06/2019 → 08/2019
    Unemployed
    Lakewood, CO
  • 12/2020 → 06/2021
    Western Wealth Management, Llc (Western Wealth Advisors)
    Golden, CO
  • 12/2020 → 06/2021
    Lpl Financial, Llc
    Golden, CO
  • 07/2021 → Present
    Cambridge Investment Research Inc.
    Fairfield, IA
  • 07/2021 → Present
    Fairfield, IA
  • 02/2021 → 06/2021
    Meridian Wealth Management Llc
    Boulder, CO
  • 07/2021 → 12/2024
    Cambier Investment Group
    Golden, CO
  • 12/2024 → Present
    Cambier Investment Group
    Golden, CO
Previous Registrations
Other Businesses

1) ALLEN HALINGSTAD AND WENDY HALINGSTAD, 2394 S ELLIS ST, LAKEWOOD, CO, 03/01/20, OWNER, Real Estate, NIR, 4 HR/MO- 0/TRADING HR. 2) IDEAL HOME HANDYMAN, LLC, 2635 S AMMONS WAY, LAKEWOOD, CO, HANDYMAN HOME REPAIRS, 01/01/16 NIR, 4 HR/MO- 0/TRADING HR.SPOUSES HANDYMAN HOME REPAIR BUSINESS. I AM ONLY LISTED AS A MEMBER OF THE LLC. 99% OF THE BUSINESS IS RUN BY SPOUSE. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 07/15/21 4) CENTENNIAL CAPITAL PARTNERS, 350 Indiana St, Suite 730, Golden CO 80401, 07/2021, W2 Employee, Administrative, INV REL, 160 HR/MO, 120 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-08
S63 Uniform Securities Agent State Law Examination 1994-02-11
  • S65 Uniform Investment Adviser Law Examination
    2021-04-08
  • S63 Uniform Securities Agent State Law Examination
    1994-02-11
Other Names
  • Wendy Sue Halingstad
  • Wendy Sue Edrich

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