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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-13 |
| WI | RA | APPROVED | 2024-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Minocqua | WI | 12/2022 | 12/2024 |
| L3Harris | Rockwall | TX | 10/2021 | 01/2022 |
| Self Employed | Minocqua | WI | 01/2022 | 12/2022 |
| Allied 100 | Minocqua | WI | 10/2019 | 06/2021 |
| U.S Navy Reserve | Minocqua | WI | 09/2013 | 07/2021 |
| Full Time Education | Madison | WI | 09/2014 | 05/2018 |
| Murtaugh's Pub | Minocqua | WI | 06/2017 | 11/2022 |
| Minocqua-Kawagasaga Lake Protection Association | Minocqua | WI | 06/2013 | 07/2021 |
| City National Bank | Minocqua | WI | 05/2023 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2024 | Present |
1. Lakeland Area Ducks Unlimited, 9312 Bernie Lou Dr, Hazelhurst, WI 54531, 11/2024, Founder, Volunteer, NIR, 5 HR/MO, 0 HR/MO TRADING 2. LUHS DISTRICT FOUNDATION, PO Box 1268, Minocqua WI 54531, United States, 11/22/2024, Board Member, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 160 HR/MO - 120 HR/MO TRADING. 12/02/2024 4. REVOLUTION WEALTH SERVICES LLC DBA DUNBAR WEALTH MANAGEMENT, 8778 Earls Court, Woodruff, WI 54568, 08/2026, Owner, Insurance/Benefits/Human Resources, INV REL, 40 HR/MO - 40 HR/MO TRADING 5. LUHS DISTRICT FOUNDATION, PO Box 1268, Minocqua WI 54531, United States, 11/22/2024, Director, Volunteer, NIR, 1 HR/MO - 0 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-04 |
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