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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 2019-01-09
  • AZ RA
    APPROVED
    Since 2019-01-09

Branch Locations

Mesa, AZ • United States

11201 N Tatum Blvd #300, Phoenix, AZ 85028 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc. Fairfield IA 02/2018 Present
Cambridge Investment Research, Inc. Fairfield IA 08/2018 Present
Capital Choice Financial Group Greensboro GA 10/2016 10/2017
One Resource Group Roanoke IN 09/2017 Present
Stay At Home Mom Mesa AZ 09/2014 10/2016
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2019 Present
  • 02/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2018 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 10/2016 → 10/2017
    Capital Choice Financial Group
    Greensboro, GA
  • 09/2017 → Present
    One Resource Group
    Roanoke, IN
  • 09/2014 → 10/2016
    Stay At Home Mom
    Mesa, AZ
  • 01/2019 → Present
    Fairfield, IA
Other Businesses

1) NEW HOPE FINANCIAL LLC, 11201 N TATUM BLVD STE 300 PHOENIX AZ, 08/2017 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 hr/wk 3/TRADING 2) UNHITCH DIVORCE PROS (dba OF NEW HOPE FINANCIAL LLC), 11201 N TATUM BLVD, STE 300, PHOENIX, AZ, 10/2018, DIVORCE FINANCIAL ASSOCIATE, NIR, 20/WK 9/TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 40/WK 40/TRADING, 01/2019 4) MARKETING, 11122 E SOMBRA AVE MESA AZ, 09/2019, OWNER, MARKETING MATERIAL CREATION, NIR, 30/MO 0/TRADING 5) LIFE CHANGING FINANCIAL SERVICE, 11201 N TATUM BLVD STE 300 PHOENIX AZ, MEDICAL COST SHARING, MEMBER, 06/2020, NIR, 10/YR 0/TRADING 6) KATELIN KALIK, 11122 EAST SOMBRA AVENUE MESA AZ 85212, 09/2023, OWNER, RETAIL, NIR, 3 HR/MO 0 HR/MO TRADING 7) MESA MACHINE KNITTING CLUB, Mesa AZ 85209, United States, 04/03/2025, Founder, Arts/Performing Arts, NIR, 3 HR/MO - 3 HR/MO TRADING 8) KATELIN KALIK, 7839 E Parkview Dr., Mesa AZ 85208, United States, 09/06/2019, Consultant, Marketing, NIR, 5 HR/MO - 0 HR/MO TRADING 9) AMERICAN HERITAGE GIRLS TROOP 1318, 6101 E Virginia St, Mesa AZ 85215, 05/2026, BOARD MEMBER, VOLUNTEER, NIR, 10 HR/MO, 0 HR/MO TRADING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-17
  • S66 Uniform Combined State Law Examination
    2018-10-17
Other Names
  • Katelin Marie Rosenburg
  • Katelin Kalik

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