DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Bellevue, WA
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 1, 2021 | n/a | yes | Bellevue, WA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Apr 6, 2021 | no | BELLEVUE, WA|MINNEAPOLIS, MN|MINNEAPOLIS, MN|TARPON SPRINGS, FL | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Aug 13, 2003 | Jan 3, 2011 | no | BELLEVUE, WA|BELLEVUE, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Apr 6, 2021 | Apr 1, 2021 | -5 | Firm change | Wirehouse to ibd |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |