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Current Employers
Cambridge Investment Research Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2013-12-23
TX RA APPROVED_RES 2013-12-04
  • AZ RA
    APPROVED
    Since 2013-12-23
  • TX RA
    APPROVED_RES
    Since 2013-12-04

Branch Locations

Show Low, AZ • United States

Scottsdale, AZ • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Inc Fairfield IA 11/2013 Present
Cambridge Investment Research Advisors Inc Fairfield IA 11/2013 Present
Previous Registrations
  • 2007-06-18 → 2013-11-29
    Concourse Financial Group Securities, Inc.
    Scottsdale, AZ
    Colorado Springs, CO
    South Fork, CO
    South Fork, CO
Other Businesses

1) PRESIDENT/AGENT, BOYD INSURANCE SERVICES; 9298 EAST HORSESHOE BEND DR. SCOTTSDALE, AZ 85255; INVESTMENT RELATED; INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES; DEVOTES 30 HRS/WEEK; BEGAN 01/01/2008. 2) FINANCIAL PROFESSIONAL, PRECISION WEALTH MANAGEMENT; 1537 BEAR CREEK CIRCLE, SOUTH FORK CO 81154; DBA NAME UNDER WHICH I MARKET FINANCIAL SERVICES, INCLUDING FIXED INSURANCE SALES, SECURITIES OFFERED THROUGH CAMBRIDGE INVESTMENT RESEARCH, AND INVESTMENT ADVISORY SERVICES CONDUCTED THROUGH CAMBRIDGE INVESTMENT RESEARCH ADVISORS, A FEDERALLY REGISTERED RIA. DEVOTES 35 HRS/WEEK; BEGAN 03/17/2011. 3) PRECISION WEALTH ADVISORS, 9298 E. Horseshoe Bend Dr, Scottsdale AZ 85255, 09/01/2023, Investment Advisor Representative, DBA FOR Securities, NIR, 160 HR/MO - 160 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-06
  • S66 Uniform Combined State Law Examination
    2007-06-06
Designations

View on SEC IAPD

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