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Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
BEACHWOOD, OH
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 |
|---|---|---|---|---|---|---|
| CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Independent wealth | Apr 2, 2012 | n/a | yes | BEACHWOOD, OH | Current employment |
| CHESS FINANCIAL CORP | Former SEC adviser | Jan 2, 2008 | Mar 30, 2012 | no | BEACHWOOD, OH|PEPPER PIKE, OH | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 28, 2005 | Jun 29, 2007 | no | WESTLAKE, OH|CUYAHOGA FALLS, OH | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | n/a | Apr 11, 2001 | Mar 28, 2005 | no | CUYAHOGA FALLS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CHESS FINANCIAL CORP | CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | Mar 30, 2012 | Apr 2, 2012 | 3 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CHESS FINANCIAL CORP | Jun 29, 2007 | Jan 2, 2008 | 187 | Firm change | Other |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 28, 2005 | Mar 28, 2005 | 0 | Bulk transfer | Other |