Curtis Bradley Goddard

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 08/2020
  Cetera Advisors Llc
  Denver, CO
• 12/2015 → Present
  Utica Benefits Resource Group, Llc
  Tulsa, OK
• 08/2019 → Present
  Superior Benefit Specialists Llc.
  Tulsa, OK
• 08/2020 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2020 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2012-10-22 → 2020-08-18
  Cetera Advisors Llc
  Tulsa, OK
• 2001-12-06 → 2010-08-24
  Securian Financial Services, Inc.
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK
  Tulsa, OK

Other Businesses

1) SUPERIOR BENEFIT SPECIALISTS, 2100 S UTICA AVE STE 300 TULSA OK, INSURANCE AGENT/SALES, 08/2019, NIR, MEMBER AGENT, 6 HR/MO 1 HR/TRADING 2) CURTIS GODDARD, 2617 KINGSTON AVE BARTLESVILLE OK, REAL ESTATE SALES/MORTGAGE ORIGINATION/MORTGAGE BROKER, 06/2002, NIR, AGENT, 0 HR/YR 0 HR/TRADING 3) UTICA BENEFIT RESOURCE GROUP, 2100 S UTICA AVE STE 300 TULSA OK, ADV REP OF A REGISTERED INV ADV, RIA, 12/2015, INV REL, 40 HR/WK 8 HR/TRADING 4) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 08/2020, AS ADVISORY REP OF A RIA. INV REL, 80 HR/MO 80 HR/MO TRADING 5) UTICA CAPITAL, 2100 S UTICA AVE STE 300 TULSA OK, 08/2020, OWNER, DBA, INV REL, 320 HR/MO 320 HR/MO TRADING 6) RG CAPITAL PROPERTIES LLC, 8208 N 68th E. Place, Owasso OK 74055, United States, 05/2026, Owner, Real Estate, NIR, 40 HR/MO – 5 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-31
• S63 Uniform Securities Agent State Law Examination
  1999-06-29

Other Names

• Curris Bradley Goddard