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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

KEVIN SCOTT WHITEFORD

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bonita Springs, FL | SOUTH HAVEN, MI

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Search this name across graphsid dfx:ria:3487bfa7-eb03-befd-0076-88f3e3ebd8d7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 5, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Nov 1, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Mar 6, 2000
First registration: Feb 5, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 4065074

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Mar 10, 2010	n/a	yes	SOUTH HAVEN, MI\|Bonita Springs, FL	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Jan 16, 2009	no	FRANKFORT, IL	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Oct 12, 2006	Oct 31, 2008	no	FRANKFORT, IL\|FRANKFORT, IL	Previous registration
FINANCIAL NETWORK SOLUTIONS, INC.	n/a	Feb 5, 2001	Nov 8, 2004	no	MOKENA, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jan 16, 2009	Mar 10, 2010	418	Firm change after gap	Other
AMERICAN GENERAL SECURITIES INCORPORATED	SAGEPOINT FINANCIAL, INC.	Oct 31, 2008	Oct 31, 2008	0	Bulk transfer	Other
FINANCIAL NETWORK SOLUTIONS, INC.	AMERICAN GENERAL SECURITIES INCORPORATED	Nov 8, 2004	Oct 12, 2006	703	Firm change after gap	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Mar 10, 2010 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2008 to Jan 16, 2009factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Oct 12, 2006 to Oct 31, 2008factForm ADV
→ FINANCIAL NETWORK SOLUTIONS, INC.Registered adviserregistration: previous registration
Feb 5, 2001 to Nov 8, 2004factForm ADV

Dated events

No dated event names this entity yet.