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.

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

Feb 5, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

17derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S65|S63

First exam

Feb 5, 1999

First registration

Aug 20, 2003

Dual registered

no

Other names

ED MARSHALL

IAPD individual key

3154878

Graph

RIA / Wealth Management

Canonical id

dfx:ria:182ee404-5c76-9d9c-32f8-985e1fd6a0ce

First observed

Aug 20, 2003

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.