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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-11-09
TX RA APPROVED 2023-11-06
  • NE RA
    APPROVED
    Since 2023-11-09
  • TX RA
    APPROVED
    Since 2023-11-06

Branch Locations

Prosper, TX • United States

3426 N 190Th Plz, Elkhorn, NE 68022 • 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
Principal Life Insurance Company Omaha NE 05/2013 11/2023
Vintage Financial Group Omaha NE 04/2014 09/2018
Walnut Hill Advisors Elkhorn NE 09/2018 08/2021
Principal Securities Inc Omaha NE 03/2016 11/2023
Envision Wealth Strategies Omaha NE 07/2021 11/2023
Cambridge Investment Research, Inc. Fairfield IA 11/2023 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2023 Present
  • 05/2013 → 11/2023
    Principal Life Insurance Company
    Omaha, NE
  • 04/2014 → 09/2018
    Vintage Financial Group
    Omaha, NE
  • 09/2018 → 08/2021
    Walnut Hill Advisors
    Elkhorn, NE
  • 03/2016 → 11/2023
    Omaha, NE
  • 07/2021 → 11/2023
    Envision Wealth Strategies
    Omaha, NE
  • 11/2023 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 11/2023 → Present
    Fairfield, IA
Previous Registrations
Other Businesses

1. ENVISION WEALTH STRATEGIES, Omaha NE 68130, 11/2023, Owner, Using as a Trade Name/dba, INV REL, 4 HR/MO - 4 Trading 2. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 11/2023 AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING 3. ELKHORN PUBLIC SCHOOL FOUNDATION BOARD, ELKHORN NE 68022, 11/2023, VOLUNTEER BOARD MEMBER, NIR, 1 HR/MO - 0 HR/MO TRADING 4. LCG PROPERTIES, 3426 N 190th Plaza, Elkhorn NE 68022, United States, 11/04/2025, Owner, Real Estate, NIR, 1 HR/MO - 0 HR/MO TRADING 5. WEALTH HEALTH FAMILY, 4260 Tranquility Lane, Prosper TX 75078, United States, 07/07/2025, Owner, Starting as a YouTube Channel as well as social media platforms and website, NIR, 5 HR/MO - 0 HR/MO TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-18
S63 Uniform Securities Agent State Law Examination 2013-06-09
  • S65 Uniform Investment Adviser Law Examination
    2014-02-18
  • S63 Uniform Securities Agent State Law Examination
    2013-06-09
Other Names
  • Jill Marie Pudenz
  • Jill Marie Ehlers

View on SEC IAPD

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