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Advisor at UNITED ADVISOR GROUP
CINCINNATI, OH | Tampa, FL
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 |
|---|---|---|---|---|---|---|
| UNITED ADVISOR GROUP | Independent wealth | Mar 26, 2025 | n/a | yes | Tampa, FL|CINCINNATI, OH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Oct 13, 2021 | Feb 20, 2023 | no | Cincinnati, OH | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Jan 8, 2021 | Sep 28, 2021 | no | Cincinnati, OH|INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | UNITED ADVISOR GROUP | Feb 20, 2023 | Mar 26, 2025 | 765 | Firm change after gap | Ibd to RIA |
| ONEAMERICA SECURITIES, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Sep 28, 2021 | Oct 13, 2021 | 15 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:324205:OH:2023-02-20 | Feb 20, 2023 | Mar 26, 2025 | CINCINNATI, OH | Firm change after gap |