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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 09/2023 | 04/2026 |
| Unemployed | Denver | CO | 07/2023 | 09/2023 |
| Nick-N-Willy's Pizza | Boulder | CO | 01/2021 | 07/2023 |
| Generosity Wealth Management | Boulder | CO | 07/2022 | 06/2023 |
| University Of Colorado Boulder | Boulder | CO | 08/2019 | 05/2023 |
| Southern Sun Pub And Brewery | Boulder | CO | 05/2016 | 08/2019 |
| Fairview High School | Boulder | CO | 08/2015 | 05/2019 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2026 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2026 | Present |
1. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, United States, 05/04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING 2. GENEROSITY WEALTH MANAGEMENT LLC, 885 Arapahoe Ave Boulder CO 80302 United States, 04/2026, W2 Employee, DBA Name, INV REL, HR/MO: 160 – HR/MO TRADING: 160
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
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