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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

Adam Beveridge

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bellville, OH

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Search this name across graphsid dfx:ria:07b2a797-a7e9-6e0b-7ba3-afadc719a228

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 28, 2009
First registration: Sep 30, 2009
Dual registered: yes, broker-dealer
Other names: ADAM MICHAEL BEVERIDGE
IAPD individual key: 4897111

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 15, 2023	n/a	yes	Bellville, OH	Current employment
INVICTA ADVISORS LLC	Independent wealth	Nov 15, 2018	Feb 15, 2023	no	Federal Way, WA\|OAKMONT, PA	Previous registration
TRUSTMONT ADVISORY GROUP, INC.	Bd affiliated wealth	Feb 2, 2018	Nov 29, 2018	no	Tacoma, WA\|GREENSBURG, PA	Previous registration
ESB WEALTH MANAGEMENT, LLC	Former SEC adviser	Apr 12, 2016	Dec 23, 2020	no	MANSFIELD, OH	Previous registration
ESB WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 13, 2014	Apr 12, 2016	no	MANSFIELD, OH	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Sep 30, 2009	Aug 20, 2012	no	MANSFIELD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INVICTA ADVISORS LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 15, 2023	Feb 15, 2023	0	Firm change	RIA to ibd
ESB WEALTH MANAGEMENT, LLC	TRUSTMONT ADVISORY GROUP, INC.	Dec 23, 2020	Feb 2, 2018	-1,055	Firm change after gap	Other
TRUSTMONT ADVISORY GROUP, INC.	INVICTA ADVISORS LLC	Nov 29, 2018	Nov 15, 2018	-14	Firm change	Ibd to new firm
ESB WEALTH MANAGEMENT, LLC	ESB WEALTH MANAGEMENT, LLC	Apr 12, 2016	Apr 12, 2016	0	Channel change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	ESB WEALTH MANAGEMENT, LLC	Aug 20, 2012	Aug 13, 2014	723	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
298868:134139:PA:2023-02-15	Feb 15, 2023	Feb 15, 2023	OAKMONT, PA	Firm change
106015:298868:PA:2018-11-15	Nov 29, 2018	Nov 15, 2018	GREENSBURG, PA	Firm change

Relationships

Registered with (6)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Feb 15, 2023 to presentfactForm ADV
→ INVICTA ADVISORS LLCRegistered adviserregistration: previous registration
Nov 15, 2018 to Feb 15, 2023factForm ADV
→ ESB WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 12, 2016 to Dec 23, 2020factForm ADV
→ TRUSTMONT ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 2, 2018 to Nov 29, 2018factForm ADV
→ ESB WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 13, 2014 to Apr 12, 2016factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Sep 30, 2009 to Aug 20, 2012factForm ADV

Dated events

Occurred
Feb 15, 2023
Advisor changed firm
Adam Beveridge left Invicta Advisors Llc for Cambridge Investment Research Advisors, Inc. (registered 2023-02-15)
Form ADVobserved 6 days ago