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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Clayton, NC | Woodbridge, CT
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 21, 2021 | n/a | yes | Woodbridge, CT|Clayton, NC | Current employment |
| BRIDGELIGHT FINANCIAL ADVISORS, INC | Independent wealth | Jan 6, 2017 | Jun 3, 2022 | no | SHELTON, CT | Previous registration |
| BRIDGELIGHT FINANCIAL ADVISORS, INC | Independent wealth | Sep 16, 2015 | Dec 31, 2015 | no | SHELTON, CT | Previous registration |
| SYMMETRY PARTNERS | Independent wealth | Feb 20, 2015 | May 29, 2015 | no | GLASTONBURY, CT | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Apr 16, 2013 | Feb 17, 2015 | no | WOODBRIDGE, CT | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 2, 2012 | Apr 25, 2013 | no | WOODBRIDGE, CT | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Dec 3, 2010 | Jul 3, 2012 | no | HAMDEN, CT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGELIGHT FINANCIAL ADVISORS, INC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jun 3, 2022 | Sep 21, 2021 | -255 | Firm change after gap | RIA to ibd |
| SYMMETRY PARTNERS | BRIDGELIGHT FINANCIAL ADVISORS, INC | May 29, 2015 | Sep 16, 2015 | 110 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | SYMMETRY PARTNERS | Feb 17, 2015 | Feb 20, 2015 | 3 | Firm change | Other |
| LPL FINANCIAL LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Apr 25, 2013 | Apr 16, 2013 | -9 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | LPL FINANCIAL LLC | Jul 3, 2012 | Jul 2, 2012 | -1 | Firm change | Other |