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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2020-10-02 |
Branch Locations
2921 Landmark Place, Ste 225, Madison, WI 53713 • United States
Sun Prairie, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 06/2020 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2020 | Present |
| Sentry Insurance Company | Stevens Point | WI | 01/2011 | 11/2016 |
| Richard Wittmann, Cpa | Sun Prairie | WI | 06/2010 | Present |
| Baker Tilly | Madison | WI | 01/2017 | 04/2020 |
| Cambridge Investment Research Advisors Inc. | Fairfield | IA | 10/2020 | Present |
1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING 10/02/20 2) RICHARD WITTMANN, CPA, 996 NEWHAVEN CIRCLE, SUN PRAIRIE, WI, CPE/ENROLLED AGENT/TAX PREP/ACCOUNTING SERVICES, SOLE PROP, 01/01/98, NIR, 150/YR- 15/TRADING 3) WITTMANN CONSULTING, LLC, 996 Newhaven Circle, SUN PRAIRIE WI 53590, United States, 01/01/2017, CPA, Tax Services, NIR, 40 HR/MO - 20 HR/MO TRADING 4) ATLAS WEALTH ADVISERS, 2921 Landmark Place, Ste 225, Madison WI 53713, United States, 10/01/2020, IAR, DBA Name, INV REL, 160 HR/MO - 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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