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Advisor at PETRA FINANCIAL ADVISORS INC
COLORADO SPRINGS, CO | Colorado Springs, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PETRA FINANCIAL ADVISORS INC | Independent wealth | Sep 23, 2022 | n/a | yes | Colorado Springs, CO|COLORADO SPRINGS, CO | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jun 1, 2020 | Sep 20, 2022 | no | Broomfield, CO | Previous registration |
| LIGHTHOUSE FINANCIAL LLC | Former SEC adviser | Apr 16, 2019 | Apr 14, 2026 | no | COLORADO SPRINGS, CO | Previous registration |
| ACCELERATED WEALTH ADVISORS LLC | Independent wealth | Oct 12, 2018 | Apr 12, 2019 | no | COLORADO SPRINGS, CO|COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIGHTHOUSE FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Apr 14, 2026 | Jun 1, 2020 | -2,143 | Firm change after gap | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | PETRA FINANCIAL ADVISORS INC | Sep 20, 2022 | Sep 23, 2022 | 3 | Firm change | Ibd to RIA |
| ACCELERATED WEALTH ADVISORS LLC | LIGHTHOUSE FINANCIAL LLC | Apr 12, 2019 | Apr 16, 2019 | 4 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:107196:CO:2022-09-20 | Sep 20, 2022 | Sep 23, 2022 | BROOMFIELD, CO | Firm change |