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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-24 |
| CO | RA | APPROVED | 2014-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Preston Financial Management | Fort Collins | CO | 08/2010 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 04/2014 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2014 | Present |
1) PRESTON FINANCIAL MANAGEMENT INC, 1635 FOXTAIL DR, LOVELAND, CO, 4/2014 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 10 HR/YR, 0 HR/YR TRADING. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO, 80 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 3) PUTTING FOR EAGLE INC., 1635 FOXTRAIL DR, LOVELAND, CO, 12/2022, PRESIDENT, OWNER/PARTNER OF A BUSINESS ENTITY, NIR, 1 HR/MO, 0 HR/MO TRADING. 4) PRESTON FINANCIAL MANAGEMENT, Loveland CO 80538, United States, 01/02/2020, IAR, DBA Name, INV REL, 160 HR/MO, 120 HR/MO TRADING. 5) BRET J PRESTON, 11285 Blissby St, Venice FL 34293, 03/04/2026, Agent, Insurance/Benefits/Human Resources, NIR, 1 HR/MO - 1 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-11 |
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