DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mansfield, OH | Bellville, OH
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 | Aug 22, 2024 | n/a | yes | Bellville, OH|Mansfield, OH | Current employment |
| INVICTA ADVISORS LLC | Independent wealth | Nov 15, 2018 | Aug 22, 2024 | no | Mansfield, OH|OAKMONT, PA|Mansfield, OH | Previous registration |
| TRUSTMONT ADVISORY GROUP, INC. | Bd affiliated wealth | Jul 26, 2017 | Nov 29, 2018 | no | Mansfield, OH|GREENSBURG, PA | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Dec 18, 2007 | Aug 1, 2017 | no | Mansfield, OH|MANSFIELD, OH|Mansfield, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVICTA ADVISORS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 22, 2024 | Aug 22, 2024 | 0 | Firm change | RIA to ibd |
| TRUSTMONT ADVISORY GROUP, INC. | INVICTA ADVISORS LLC | Nov 29, 2018 | Nov 15, 2018 | -14 | Firm change | Ibd to new firm |
| PRINCIPAL SECURITIES, INC. | TRUSTMONT ADVISORY GROUP, INC. | Aug 1, 2017 | Jul 26, 2017 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 298868:134139:OH:2024-08-22 | Aug 22, 2024 | Aug 22, 2024 | MANSFIELD, OH | Firm change |
| 106015:298868:PA:2018-11-15 | Nov 29, 2018 | Nov 15, 2018 | GREENSBURG, PA | Firm change |