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5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
5600 S. Quebec St. Suite 130B, Greenwood Village, CO 80111 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2006 | 10/2017 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2006 | 10/2017 |
| Js Strategic Advisors | Goleta | CA | 01/2012 | 10/2017 |
| Biltmore Wealth Management, Llc | Santa Barbara | CA | 10/2017 | 09/2019 |
| Cathedral Capital Wealth Management Llc | Santa Barbara | CA | 02/2019 | 02/2019 |
| Authentic Counsel, Llc Dba Wealthbuilders Investments | Santa Barbara | CA | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-09 |
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