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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Clearwater, FL
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 |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 14, 2022 | n/a | yes | Clearwater, FL | Current employment |
| KESTRA ADVISORY SERVICES, LLC | Bd affiliated wealth | May 10, 2016 | Sep 6, 2022 | no | Clearwater, FL|AUSTIN, TX | Previous registration |
| NFP ADVISOR SERVICES, LLC | Former SEC adviser | Dec 11, 2015 | Sep 22, 2016 | no | Clearwater, FL|AUSTIN, TX | Previous registration |
| INDEPENDENT FINANCIAL PARTNERS | Bd affiliated wealth | Jul 15, 2009 | Dec 17, 2015 | no | CLEARWATER, FL | Previous registration |
| CLIENT 1ST ADVISORY GROUP | Former SEC adviser | Jan 13, 2006 | Oct 14, 2008 | no | CLEARWATER, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 6, 2022 | Sep 14, 2022 | 8 | Firm change | Ibd to ibd |
| NFP ADVISOR SERVICES, LLC | KESTRA ADVISORY SERVICES, LLC | Sep 22, 2016 | May 10, 2016 | -135 | Bulk transfer | Other |
| INDEPENDENT FINANCIAL PARTNERS | NFP ADVISOR SERVICES, LLC | Dec 17, 2015 | Dec 11, 2015 | -6 | Firm change | Other |
| CLIENT 1ST ADVISORY GROUP | INDEPENDENT FINANCIAL PARTNERS | Oct 14, 2008 | Jul 15, 2009 | 274 | Firm change | Other |