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Christopher William Staples

Cambridge Investment Research Advisors, Inc.

Walnut Creek, CA

Greeley, CO

CRD 6388747

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Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Market timing

From the firm’s Form ADV. Read the guides:

Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-02
CO RA APPROVED 2026-01-02
  • CA RA
    APPROVED
    Since 2026-01-02
  • CO RA
    APPROVED
    Since 2026-01-02

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • United States

Greeley, CO • 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
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
  • 10/2014 → 03/2017
    Edward Jones
    St Louis, MO
  • 03/2017 → 10/2023
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 11/2014 → 03/2017
    Edward Jones
    St. Louis, MO
  • 03/2017 → 10/2023
    Navigation Financial Services, Inc.
    Fort Collins, CO
  • 11/2024 → 09/2025
    Navigation Wealth Management, Inc.
    Fort Collins, CO
  • 10/2024 → 04/2025
    My Legal Prep
    Greeley, CO
  • 07/2023 → 10/2024
    Unemployed
    Greeley, CO
  • 09/2025 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-07
  • S66 Uniform Combined State Law Examination
    2014-11-07

View on SEC IAPD

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