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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Haverhill, MA
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 | Jun 5, 2025 | n/a | yes | Haverhill, MA | Current employment |
| TRUST ADVISORY GROUP LTD | Independent wealth | May 27, 2009 | Feb 27, 2025 | no | BIRMINGHAM, AL|Haverhill, MA | Previous registration |
| GRANITE STATE WEALTH MANAGEMENT | n/a | May 31, 2007 | Aug 28, 2009 | no | LONDONDERRY, NH | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Apr 6, 2006 | May 21, 2009 | no | METHUEN, MA|Londonderry, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRUST ADVISORY GROUP LTD | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Feb 27, 2025 | Jun 5, 2025 | 98 | Firm change | RIA to ibd |
| GRANITE STATE WEALTH MANAGEMENT | TRUST ADVISORY GROUP LTD | Aug 28, 2009 | May 27, 2009 | -93 | Firm change after gap | Other |
| COMMONWEALTH FINANCIAL NETWORK | GRANITE STATE WEALTH MANAGEMENT | May 21, 2009 | May 31, 2007 | -721 | Firm change after gap | Other |