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Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Charleston, SC
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 21, 2026 | n/a | yes | Charleston, SC|Charleston, SC | Current employment |
| LPL ENTERPRISE, LLC | Bd affiliated wealth | Nov 14, 2024 | Mar 25, 2026 | no | MT. PLEASANT, SC | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Oct 10, 2023 | Nov 14, 2024 | no | MT. PLEASANT, SC | Previous registration |
| CENTER STREET ADVISORS, INC. | Former SEC adviser | Dec 5, 2019 | Nov 14, 2023 | no | CHARLESTON, SC|NASHVILLE, TN|Peachtree Corners, GA | Previous registration |
| VANN EQUITY MANAGEMENT LLC | Independent wealth | Jun 25, 2015 | May 1, 2017 | no | CHARLESTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL ENTERPRISE, LLC | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Mar 25, 2026 | Mar 21, 2026 | -4 | Firm change | Ibd to ibd |
| PRUCO SECURITIES, LLC | LPL ENTERPRISE, LLC | Nov 14, 2024 | Nov 14, 2024 | 0 | Bulk transfer | Ibd to new firm |
| CENTER STREET ADVISORS, INC. | PRUCO SECURITIES, LLC | Nov 14, 2023 | Oct 10, 2023 | -35 | Firm change after gap | RIA to ibd |
| VANN EQUITY MANAGEMENT LLC | CENTER STREET ADVISORS, INC. | May 1, 2017 | Dec 5, 2019 | 948 | Firm change after gap | Other |