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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Wexford, PA | Canonsburg, PA | Duncansville, PA
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 | Sep 30, 2022 | n/a | yes | Wexford, PA|Duncansville, PA|Canonsburg, PA | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Mar 31, 2017 | Jul 12, 2022 | no | Pittsburgh, PA|SAN RAFAEL, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 21, 2016 | Jul 17, 2017 | no | PITTSBURGH, PA | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Jul 28, 2014 | May 20, 2016 | no | CRANBERRY, PA|PITTSBURGH, PA|PITTSBURGH, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jul 12, 2022 | Sep 30, 2022 | 80 | Firm change | Other |
| LPL FINANCIAL LLC | GLOBAL RETIREMENT PARTNERS LLC | Jul 17, 2017 | Mar 31, 2017 | -108 | Firm change after gap | Other |
| PNC WEALTH MANAGEMENT | LPL FINANCIAL LLC | May 20, 2016 | Jun 21, 2016 | 32 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6413:172011:PA:2017-07-14 | Jul 17, 2017 | Mar 31, 2017 | PITTSBURGH, PA | Firm change after gap |