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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
Branch Locations
1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States
Greeley, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2014 | 03/2017 |
| Navigation Wealth Management, Inc. | Fort Collins | CO | 03/2017 | 10/2023 |
| Edward Jones | St. Louis | MO | 11/2014 | 03/2017 |
| Navigation Financial Services, Inc. | Fort Collins | CO | 03/2017 | 10/2023 |
| Navigation Wealth Management, Inc. | Fort Collins | CO | 11/2024 | 09/2025 |
| My Legal Prep | Greeley | CO | 10/2024 | 04/2025 |
| Unemployed | Greeley | CO | 07/2023 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-07 |
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