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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
McLean, VA
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 | Jan 18, 2019 | n/a | yes | McLean, VA | Current employment |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Sep 12, 2014 | Jan 25, 2019 | no | MCLEAN, VA | Previous registration |
| FULCRUM ADVISORY SERVICES, LLC | Former SEC adviser | Sep 28, 2010 | Sep 18, 2014 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Jan 25, 2019 | Jan 18, 2019 | -7 | Firm change | Ibd to ibd |
| FULCRUM ADVISORY SERVICES, LLC | SUMMIT FINANCIAL GROUP INC | Sep 18, 2014 | Sep 12, 2014 | -6 | Firm change | Other |