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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NORTH BETHESDA, MD
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 | Apr 21, 2014 | n/a | yes | NORTH BETHESDA, MD | Current employment |
| FULCRUM ADVISORY SERVICES, LLC | Former SEC adviser | Sep 11, 2013 | Apr 23, 2014 | no | ST. LOUIS, MO | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Feb 11, 2005 | Sep 12, 2013 | no | BETHESDA, MD|Rockville, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FULCRUM ADVISORY SERVICES, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Apr 23, 2014 | Apr 21, 2014 | -2 | Firm change | Other |
| MML INVESTORS SERVICES, LLC | FULCRUM ADVISORY SERVICES, LLC | Sep 12, 2013 | Sep 11, 2013 | -1 | Firm change | Other |