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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

SANDRA GREER AUSTIN

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Hickory, NC

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Search this name across graphsid dfx:ria:51b0af75-1fb6-483b-2bcd-937f97fc5411

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 1, 2006 to Sep 14, 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: Aug 22, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 22, 2003
First registration: Dec 1, 2006
Dual registered: yes, broker-dealer
Other names: SANDRA MARIE GREER
IAPD individual key: 4697667

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	Apr 23, 2021	n/a	yes	Hickory, NC	Current employment
OSAIC FS, INC.	Former SEC adviser	May 31, 2011	Apr 28, 2021	no	RALEIGH, NC\|HICKORY, NC	Previous registration
SYNERGY INVESTMENT GROUP, LLC	Former SEC adviser	Jan 15, 2008	May 16, 2011	no	HICKORY, NC\|HICKORY, NC\|HICKORY, NC	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Dec 1, 2006	Dec 19, 2007	no	MORGANTON, NC\|ASHEVILLE, NC\|WAYNESVILLE, NC\|HICKORY, NC\|HILDEBRAN, NC\|LENOIR, NC\|VALDESE, NC\|CHARLOTTE, NC	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
OSAIC FS, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 28, 2021	Apr 23, 2021	-5	Bulk transfer	Ibd to ibd
SYNERGY INVESTMENT GROUP, LLC	OSAIC FS, INC.	May 16, 2011	May 31, 2011	15	Firm change	Other
BB&T INVESTMENT SERVICES, INC.	SYNERGY INVESTMENT GROUP, LLC	Dec 19, 2007	Jan 15, 2008	27	Firm change	Other

Relationships

Registered with (4)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Apr 23, 2021 to presentfactForm ADV
→ OSAIC FS, INC.Registered adviserregistration: previous registration
May 31, 2011 to Apr 28, 2021factForm ADV
→ SYNERGY INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Jan 15, 2008 to May 16, 2011factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 1, 2006 to Dec 19, 2007factForm ADV

Dated events

No dated event names this entity yet.