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Reading the graph
Advisor at ALPHATRUST ADVISORS
PHOENIX, AZ
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 |
|---|---|---|---|---|---|---|
| ALPHATRUST ADVISORS | No RAUM reported | Jun 29, 2026 | n/a | yes | PHOENIX, AZ | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Jan 18, 2024 | Jul 6, 2026 | no | Phoenix, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | ALPHATRUST ADVISORS | Jul 6, 2026 | Jun 29, 2026 | -7 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:340962:AZ:2026-07-06 | Jul 6, 2026 | Jun 29, 2026 | PHOENIX, AZ | Firm change |