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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-10 |
| TX | RA | APPROVED_RES | 2026-04-06 |
Branch Locations
1136 E Stuart St. Bldg. 2, Ste. 2100, Fort Collins, CO 80525 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jba Wealth Management | Fort Collins | CO | 06/2022 | 12/2022 |
| Colorado State University | Fort Collins | CO | 04/2022 | 06/2022 |
| Scales 'N Tails | Fort Collins | CO | 04/2020 | 04/2022 |
| N/A | Fort Collins | CO | 01/2020 | 03/2020 |
| North Range Behavioral Health | Greeley | CO | 07/2019 | 01/2020 |
| N/A | Fort Collins | CO | 05/2019 | 06/2019 |
| Target | Fort Collins | CO | 04/2019 | 04/2019 |
| N/A | Fort Collins | CO | 01/2019 | 03/2019 |
| University Of Arizona | Tucson | AZ | 08/2015 | 12/2018 |
| Lpl Financial Llc | Fort Collins | CO | 06/2022 | 03/2026 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2026 | Present |
1. DANIEL F BAUMGOLD, 1136 E. Stuart St. #2100, Fort Collins, CO 80525, 08/09/2024, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 5 HR/MO TRADING 2. DANIEL F BAUMGOLD / JBA WEALTH MANAGEMENT, 1136 E Stuart St., #2100, Fort Collins CO 80525, United States, 08/09/2024, Agent, Insurance/Benefits/Human Resources, NIR, 10 HR/MO - 5 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 04/2026, Investment Advisor Representative, CIRA affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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