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RIA / WealthAdvisordual registered (broker-dealer)41 years in industry

JOSEPH MICHAEL MEADOR

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Sunset Beach, NC

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Search this name across graphsid dfx:ria:0b5ec962-319c-c9eb-0b9f-a89fb8a44f61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2010 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: Jan 24, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jan 24, 1985
First registration: Mar 15, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 1200034

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	Jan 2, 2025	n/a	yes	Sunset Beach, NC	Current employment
INTERCAROLINA FINANCIAL SERVICES, INC.	Independent wealth	Jun 19, 2015	Dec 5, 2025	no	GREENSBORO, NC\|GREENSBORO, NC\|GREENSBORO, NC\|GREENSBORO, NC	Previous registration
PENSION PLANNING SOLUTIONS, INC.	Former SEC adviser	Jul 9, 2014	Jun 18, 2015	no	CHARLOTTE, NC	Previous registration
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Mar 15, 2010	Jun 25, 2014	no	MATTHEWS, NC\|CHARLOTTE, NC\|CLEVELAND, 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
INTERCAROLINA FINANCIAL SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 5, 2025	Jan 2, 2025	-337	Firm change after gap	RIA to ibd
PENSION PLANNING SOLUTIONS, INC.	INTERCAROLINA FINANCIAL SERVICES, INC.	Jun 18, 2015	Jun 19, 2015	1	Firm change	Other
CBIZ RETIREMENT PLAN ADVISORY SERVICES	PENSION PLANNING SOLUTIONS, INC.	Jun 25, 2014	Jul 9, 2014	14	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ INTERCAROLINA FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 19, 2015 to Dec 5, 2025factForm ADV
→ PENSION PLANNING SOLUTIONS, INC.Registered adviserregistration: previous registration
Jul 9, 2014 to Jun 18, 2015factForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: previous registration
Mar 15, 2010 to Jun 25, 2014factForm ADV

Dated events

Occurred
Dec 5, 2025
Advisor changed firm
Joseph Michael Meador left Intercarolina Financial Services, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-01-02)
Form ADVobserved 5 days ago