Kristina M Paz

Current Employers

Employment History

• 06/2010 → 09/2017
  Waddell & Reed, Inc
  Fort Collins, CO
• 01/2014 → 07/2019
  Colorado Women Of Influence
  Loveland, CO
• 01/2017 → 04/2018
  Idfa Divorce Alliance- Northern Colorado Chapter
  Durham, NC
• 09/2017 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2017 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2010-06-28 → 2017-10-02
  Waddell & Reed
  Ft. Collins, CO
  Las Vegas, NV
• 2009-06-01 → 2010-06-21
  Morgan Stanley
  Glenview, IL
• 2007-03-12 → 2009-06-01
  Citigroup Global Markets Inc.
  Glenview, IL

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 09/2017, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 2) FIGURE EIGHT FINANCIAL, 2114 N LINCOLN DR, STE 100, LOVELAND, CO, 9/2019, OWNER, DBA, NIR, 1 HR/MO, 0 HR/MO TRADING. 3) SEEKING VEGAS SUNRISE, 2109 SAGE DR, FORT COLLINS, CO, 06/2020, TRAVEL VLOGGER, NIR, 10 HR/MO, 0 HR/MO TRADING. 4) LOVELAND HABITAT FOR HUMANITY, 108 W 29TH ST, UNIT D, LOVELAND, CO, 02/2018, COMMITTEE MEMBER, VOLUNTEER, NIR, 1 HR/MO, 1 HR/MO TRADING. 5) SOPRIS WEALTH ADVISORS LLC, 231 S HOWES ST, FORT COLLINS, CO, 06/2022, PARTNER, DBA, NIR, 10 HR/MO, 10 HR/MO TRADING. 6) SOPRIS WEALTH PARTNERS LLC, 231 S Howes St, Fort Collins CO 80521, 06/22/2022, IAR, DBA, INV REL, 10 HR/MO, 10 HR/MO TRADING. 7) SOPRIS WEALTH PARTNERS, 231 S Howes St, Fort Collins CO 80521, 05/2025, OWNER, REAL ESTATE, NIR, 10 HR/MO - 1 HR/MO TRADING. 8) CRAWFORD FINANCIAL PLANNING, 504 Main Street, Suite 470, Lewiston, ID 83501, 08/2026, Investment Advisor Representative, DBA Name, INV REL, 60 HR/MO - 60 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2007-03-01

Other Names

• Kristina M Rosenberg
• Kristina M Rosenberg
• Kristina Marie Rosenberg
• Kristina Rosenberg