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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Brooklyn, NY | Atlanta, GA
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 | Mar 15, 2012 | n/a | yes | Brooklyn, NY|Atlanta, GA | Current employment |
| MV CAPITAL MANAGEMENT, INC. | Independent wealth | Feb 19, 2008 | Mar 15, 2012 | no | ATLANTA, GA|BETHESDA, MD | Previous registration |
| SPIRE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Sep 7, 2006 | Dec 31, 2007 | no | ATLANTA, GA|MCLEAN, VA | Previous registration |
| GV FINANCIAL ADVISORS, INC. | n/a | May 2, 2003 | Sep 28, 2006 | no | ATLANTA, GA | Previous registration |
| JOYN ADVISORS, INC. | Former SEC adviser | May 2, 2003 | Nov 14, 2006 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 15, 2012 | Mar 15, 2012 | 0 | Firm change | Other |
| SPIRE WEALTH MANAGEMENT, LLC | MV CAPITAL MANAGEMENT, INC. | Dec 31, 2007 | Feb 19, 2008 | 50 | Firm change | Other |
| JOYN ADVISORS, INC. | SPIRE WEALTH MANAGEMENT, LLC | Nov 14, 2006 | Sep 7, 2006 | -68 | Firm change after gap | Other |
| GV FINANCIAL ADVISORS, INC. | JOYN ADVISORS, INC. | Sep 28, 2006 | May 2, 2003 | -1,245 | Firm change after gap | Other |