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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-14 |
Branch Locations
2921 Landmark Place, Ste 225, Madison, WI 53713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Atlas Wealth Advisers | Madison | WI | 10/2025 | 04/2026 |
| Erin Hills | Hartford | WI | 05/2021 | Present |
| Northwestern Mutual | Delafield | WI | 12/2023 | 08/2024 |
| Fleet Farm | Oconomowoc | WI | 01/2020 | 03/2020 |
| Western Lakes Golf Club | Pewaukee | WI | 06/2019 | 09/2019 |
| Menards | Eau Claire | WI | 01/2025 | 03/2025 |
| Unemployed | Nashotah | WI | 01/2016 | 06/2019 |
| Unemployed | Nashotah | WI | 09/2019 | 01/2020 |
| Door Dash | Nashotah | WI | 03/2020 | 12/2023 |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 08/2021 | 12/2024 |
| Arrowhead High School | Hartland | WI | 09/2017 | 06/2021 |
| Lake Country School | Hartland | WI | 01/2016 | 06/2017 |
| Cambridge Investment Research Inc | Fairfield | IA | 09/2025 | 02/2026 |
| Cambridge Investment Research Inc | Fairfield | IA | 02/2026 | Present |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 04/2026 | Present |
| Atlas Wealth Advisers | Madison | WI | 04/2026 | Present |
1) CIRA, 1776 Pleasant Plain Road, Fairfield, IA 52556, 04/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO, 120 HR/MO TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
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